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

SVB Wealth’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
Q4 		– Sell
-11,520
Closed -$1.02M – 1073
2022
Q3 		$1.02M Buy
+11,520
New +$1.04M 0.01% 362
2022
Q2 		– Sell
-2,292
Closed -$214K – 802
2022
Q1 		$214K Buy
+2,292
New +$214K ﹤0.01% 684

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
HCM
HMS Capital Management Nashville, Tennessee $259M AUM 28.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SVB Wealth's LQDH Position: Q4 2022 in Review

SVB Wealth sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2022, closing a stake of 11,520 shares — an estimated $1.02M sold.

SVB Wealth first reported a position in LQDH in Q1 2022 and held it in 2 quarters. The position peaked at $1.02M in Q3 2022. 109 funds tracked by Wall St. Rank hold LQDH as of Q4 2022.

  • SVB Wealth reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • SVB Wealth sold 11,520 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2022, an estimated $1.02M.
  • SVB Wealth first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • SVB Wealth's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.02M in Q3 2022.
  • 109 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2022.

Based on SVB Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.