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

Simplicity Solutions’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
2020
Q4 		– Sell
-20,010
Closed -$1.83M – 963
2020
Q3 		$1.83M Sell
20,010
-1,079
-5% -$98.6K 0.03% 348
2020
Q2 		$1.9M Buy
+21,089
New +$1.84M 0.04% 319

Other funds holding LQDH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Solutions's LQDH Position: Q4 2020 in Review

Simplicity Solutions sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2020, closing a stake of 20,010 shares — an estimated $1.83M sold.

Simplicity Solutions first reported a position in LQDH in Q2 2020 and held it in 2 quarters. The position peaked at $1.9M in Q2 2020. 73 funds tracked by Wall St. Rank hold LQDH as of Q4 2020.

  • Simplicity Solutions reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Simplicity Solutions sold 20,010 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2020, an estimated $1.83M.
  • Simplicity Solutions first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • Simplicity Solutions's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.9M in Q2 2020.
  • 73 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.