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

TCI Wealth Advisors’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
-350
Closed -$32K – 2452
2022
Q2 		$32K Buy
+350
New +$32.1K ﹤0.01% 489
2021
Q4 		– Sell
-18
Closed -$2K – 2433
2021
Q3 		$2K Buy
+18
New +$1.73K ﹤0.01% 2150

Other funds holding LQDH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

TCI Wealth Advisors's LQDH Position: Q3 2022 in Review

TCI Wealth Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2022, closing a stake of 350 shares — an estimated $32K sold.

TCI Wealth Advisors first reported a position in LQDH in Q3 2021 and held it in 2 quarters. The position peaked at $32K in Q2 2022. 114 funds tracked by Wall St. Rank hold LQDH as of Q3 2022.

  • TCI Wealth Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 350 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2022, an estimated $32K.
  • TCI Wealth Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2021 and held it in 2 quarters.
  • TCI Wealth Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $32K in Q2 2022.
  • 114 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.