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

WestEnd 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
2022
Q3 		– Sell
-145
Closed -$13.1K – 254
2022
Q2 		$13.1K Buy
+145
New +$13.3K ﹤0.01% 64
2022
Q1 		– Sell
-152
Closed -$14.2K – 61
2021
Q4 		$14.5K Buy
+152
New +$14.6K ﹤0.01% 58
2021
Q3 		– Hold
0
– – – 54
2021
Q2 		– Sell
-70
Closed -$6.71K – 57
2021
Q1 		$6.76K Buy
+70
New +$6.68K ﹤0.01% 51

Other funds holding LQDH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

WestEnd Advisors's LQDH Position: Q3 2022 in Review

WestEnd Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2022, closing a stake of 145 shares — an estimated $13.1K sold.

WestEnd Advisors first reported a position in LQDH in Q1 2021 and held it in 3 quarters. The position peaked at $14.5K in Q4 2021. 114 funds tracked by Wall St. Rank hold LQDH as of Q3 2022.

  • WestEnd Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • WestEnd Advisors sold 145 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2022, an estimated $13.1K.
  • WestEnd Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2021 and held it in 3 quarters.
  • WestEnd Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $14.5K in Q4 2021.
  • 114 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2022.

Based on WestEnd Advisors's 13F filing for Q3 2022, filed 27 Oct 2022.