Tucker Asset Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Tucker Asset Management’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 Q3	–	Sell	-84	Closed	-$7.81K	–	1593
2024 Q2	$7.81K	Hold	84	–	–	﹤0.01%	919
2024 Q1	$7.9K	Hold	84	–	–	﹤0.01%	942
2023 Q4	$7.82K	Hold	84	–	–	﹤0.01%	766
2023 Q3	$7.77K	Hold	84	–	–	﹤0.01%	723
2023 Q2	$7.81K	Hold	84	–	–	﹤0.01%	589
2023 Q1	$7.7K	Hold	84	–	–	﹤0.01%	606
2022 Q4	$7.64K	Hold	84	–	–	﹤0.01%	386
2022 Q3	$7.51K	Hold	84	–	–	﹤0.01%	369
2022 Q2	$7.58K	Hold	84	–	–	﹤0.01%	282
2022 Q1	$7.86K	Hold	84	–	–	﹤0.01%	262
2021 Q4	$8.06K	Hold	84	–	–	﹤0.01%	254
2021 Q3	$8.09K	Buy	+84	New	+$8.05K	﹤0.01%	202

Other funds holding LQDH

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Tucker Asset Management's LQDH Position: Q3 2024 in Review

Tucker Asset Management sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2024, closing a stake of 84 shares — an estimated $7.81K sold.

Tucker Asset Management first reported a position in LQDH in Q3 2021 and held it in 12 quarters. The position peaked at $8.09K in Q3 2021. 82 funds tracked by Wall St. Rank hold LQDH as of Q3 2024.

Tucker Asset Management reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Tucker Asset Management sold 84 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2024, an estimated $7.81K.
Tucker Asset Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2021 and held it in 12 quarters.
Tucker Asset Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $8.09K in Q3 2021.
82 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.