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

TCWP’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
Q2 		– Sell
-135
Closed -$12K – 1106
2022
Q1 		$12K Buy
+135
New +$12.6K ﹤0.01% 836

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
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
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
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

TCWP's LQDH Position: Q2 2022 in Review

TCWP sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2022, closing a stake of 135 shares — an estimated $12K sold.

TCWP first reported a position in LQDH in Q1 2022 and held it in 1 quarter. The position peaked at $12K in Q1 2022. 123 funds tracked by Wall St. Rank hold LQDH as of Q2 2022.

  • TCWP reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 135 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2022, an estimated $12K.
  • TCWP first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • TCWP's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $12K in Q1 2022.
  • 123 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.