SignatureFD
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SignatureFD’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

SignatureFD’s Portfolio LQDH Stock Details LQDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-33
Closed -$3K – 3242
2022
Q2 		$3K Sell
33
-1
-3% -$92 ﹤0.01% 2633
2022
Q1 		$3K Sell
34
-31
-48% -$2.9K ﹤0.01% 2694
2021
Q4 		$6K Buy
65
+17
+35% +$1.63K ﹤0.01% 2341
2021
Q3 		$5K Hold
48
– – ﹤0.01% 2353
2021
Q2 		$5K Buy
48
+13
+37% +$1.25K ﹤0.01% 2279
2021
Q1 		$3K Sell
35
-24
-41% -$2.29K ﹤0.01% 2352
2020
Q4 		$6K Buy
+59
New +$5.52K ﹤0.01% 1900

Other funds holding LQDH

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

SignatureFD's LQDH Position: Q3 2022 in Review

SignatureFD sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2022, closing a stake of 33 shares — an estimated $3K sold.

SignatureFD first reported a position in LQDH in Q4 2020 and held it in 7 quarters. The position peaked at $6K in Q4 2021. 113 funds tracked by Wall St. Rank hold LQDH as of Q3 2022.

  • SignatureFD reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • SignatureFD sold 33 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2022, an estimated $3K.
  • SignatureFD first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
  • SignatureFD's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $6K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2022.

Based on SignatureFD's 13F filing for Q3 2022, filed 8 Nov 2022.