SPIA
LQDH icon

Steward Partners Investment Advisory’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Steward Partners Investment Advisory’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
2024
Q1 		– Sell
-181
Closed -$16.8K – 3626
2023
Q4 		$16.8K Hold
181
– – ﹤0.01% 2479
2023
Q3 		$16.8K Hold
181
– – ﹤0.01% 2400
2023
Q2 		$16.8K Hold
181
– – ﹤0.01% 2369
2023
Q1 		$16.6K Hold
181
– – ﹤0.01% 2331
2022
Q4 		$16.4K Hold
181
– – ﹤0.01% 2339
2022
Q3 		$16K Hold
181
– – ﹤0.01% 2323
2022
Q2 		$16K Hold
181
– – ﹤0.01% 2323
2022
Q1 		$17K Hold
181
– – ﹤0.01% 2447
2021
Q4 		$17K Hold
181
– – ﹤0.01% 2392
2021
Q3 		$17K Hold
181
– – ﹤0.01% 2393
2021
Q2 		$17K Hold
181
– – ﹤0.01% 5309
2021
Q1 		$17.5K Hold
181
– – ﹤0.01% 2542
2020
Q4 		$17K Sell
181
-184
-50% -$17.2K ﹤0.01% 2113
2020
Q3 		$33K Buy
365
+184
+102% +$16.8K ﹤0.01% 1682
2020
Q2 		$16K Buy
+181
New +$15.8K ﹤0.01% 1857

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Steward Partners Investment Advisory's LQDH Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2024, closing a stake of 181 shares — an estimated $16.8K sold.

Steward Partners Investment Advisory first reported a position in LQDH in Q2 2020 and held it in 15 quarters. The position peaked at $33K in Q3 2020. 74 funds tracked by Wall St. Rank hold LQDH as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 181 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2024, an estimated $16.8K.
  • Steward Partners Investment Advisory first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2020 and held it in 15 quarters.
  • Steward Partners Investment Advisory's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $33K in Q3 2020.
  • 74 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.