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Western Wealth Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Western Wealth 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
2019
Q1 		– Sell
-8,053
Closed -$733K – 390
2018
Q4 		$733K Buy
+8,053
New +$762K 0.2% 131

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SC
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MFM
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LTFS
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Western Wealth Management's LQDH Position: Q1 2019 in Review

Western Wealth Management sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2019, closing a stake of 8,053 shares — an estimated $733K sold.

Western Wealth Management first reported a position in LQDH in Q4 2018 and held it in 1 quarter. The position peaked at $733K in Q4 2018. 45 funds tracked by Wall St. Rank hold LQDH as of Q1 2019.

  • Western Wealth Management reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Western Wealth Management sold 8,053 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2019, an estimated $733K.
  • Western Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Western Wealth Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $733K in Q4 2018.
  • 45 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2019.

Based on Western Wealth Management's 13F filing for Q1 2019, filed 10 May 2019.