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

WFG 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
2015
Q4 		– Sell
-50
Closed -$5K – 1630
2015
Q3 		$5K Hold
50
– – ﹤0.01% 1263
2015
Q2 		$5K Hold
50
– – ﹤0.01% 1347
2015
Q1 		$5K Hold
50
– – ﹤0.01% 1368
2014
Q4 		$5K Hold
50
– – ﹤0.01% 1639
2014
Q3 		$5K Buy
+50
New +$4.96K ﹤0.01% 1665

Other funds holding LQDH

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFG Advisors's LQDH Position: Q4 2015 in Review

WFG Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2015, closing a stake of 50 shares — an estimated $5K sold.

WFG Advisors first reported a position in LQDH in Q3 2014 and held it in 5 quarters. The position peaked at $5K in Q3 2015. 10 funds tracked by Wall St. Rank hold LQDH as of Q4 2015.

  • WFG Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • WFG Advisors sold 50 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2015, an estimated $5K.
  • WFG Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2014 and held it in 5 quarters.
  • WFG Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $5K in Q3 2015.
  • 10 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2015.

Based on WFG Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.