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

Watson Rebecca’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
Q3 		$447K Hold
4,895
– – 0.26% 46
2020
Q2 		$440K Hold
4,895
– – 0.26% 44
2020
Q1 		$429K Sell
4,895
-82
-2% -$7.46K 0.3% 46
2019
Q4 		$479K Buy
+4,977
New +$469K 0.29% 50

Other funds holding LQDH

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Watson Rebecca's LQDH Position: Q3 2020 in Review

Watson Rebecca held its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) position steady in Q3 2020 at 4,895 shares worth $447K. The position accounts for 0.26% of the portfolio, ranked #46.

Watson Rebecca first reported a position in LQDH in Q4 2019 and has held it in 4 quarters since. The position peaked at $479K in Q4 2019. 52 funds tracked by Wall St. Rank hold LQDH as of Q3 2020.

  • Watson Rebecca held 4,895 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $447K as of Q3 2020.
  • Watson Rebecca left its iShares Interest Rate Hedged Corporate Bond ETF share count unchanged in Q3 2020.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.26% of Watson Rebecca's portfolio in Q3 2020, its #46 holding.
  • Watson Rebecca first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Watson Rebecca's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $479K in Q4 2019.
  • 52 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.