Thrivent Financial for Lutherans
LQDH icon

Thrivent Financial for Lutherans’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Thrivent Financial for Lutherans’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
-5,498
Closed -$496K – 2447
2022
Q2 		$496K Sell
5,498
-696
-11% -$63.8K ﹤0.01% 2097
2022
Q1 		$579K Buy
+6,194
New +$579K ﹤0.01% 2128
2021
Q4 		– Hold
0
– – – 1352
2021
Q3 		– Hold
0
– – – 1339
2021
Q2 		– Hold
0
– – – 1384
2021
Q1 		– Hold
0
– – – 1351
2020
Q4 		– Hold
0
– – – 1029
2020
Q3 		– Hold
0
– – – 680

Other funds holding LQDH

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 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 $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Thrivent Financial for Lutherans's LQDH Position: Q3 2022 in Review

Thrivent Financial for Lutherans sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2022, closing a stake of 5,498 shares — an estimated $496K sold.

Thrivent Financial for Lutherans first reported a position in LQDH in Q1 2022 and held it in 2 quarters. The position peaked at $579K in Q1 2022. 113 funds tracked by Wall St. Rank hold LQDH as of Q3 2022.

  • Thrivent Financial for Lutherans reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 5,498 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2022, an estimated $496K.
  • Thrivent Financial for Lutherans first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Thrivent Financial for Lutherans's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $579K in Q1 2022.
  • 113 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2022.

Based on Thrivent Financial for Lutherans's 13F filing for Q3 2022, filed 14 Nov 2022.