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

Visionary 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
2020
Q1 		– Sell
-3,146
Closed -$303K – 215
2019
Q4 		$303K Buy
+3,146
New +$296K 0.05% 162

Other funds holding LQDH

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Visionary Wealth Advisors's LQDH Position: Q1 2020 in Review

Visionary Wealth Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2020, closing a stake of 3,146 shares — an estimated $303K sold.

Visionary Wealth Advisors first reported a position in LQDH in Q4 2019 and held it in 1 quarter. The position peaked at $303K in Q4 2019. 40 funds tracked by Wall St. Rank hold LQDH as of Q1 2020.

  • Visionary Wealth Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Visionary Wealth Advisors sold 3,146 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2020, an estimated $303K.
  • Visionary Wealth Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Visionary Wealth Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $303K in Q4 2019.
  • 40 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2020.

Based on Visionary Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.