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

WJ 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
2022
Q1 		– Sell
-64,268
Closed -$6.14M – 54
2021
Q4 		$6.14M Buy
64,268
+6,655
+12% +$638K 3.67% 10
2021
Q3 		$5.51M Buy
+57,613
New +$5.52M 3.66% 10

Other funds holding LQDH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

WJ Wealth Management's LQDH Position: Q1 2022 in Review

WJ Wealth Management sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2022, closing a stake of 64,268 shares — an estimated $6.14M sold.

WJ Wealth Management first reported a position in LQDH in Q3 2021 and held it in 2 quarters. The position peaked at $6.14M in Q4 2021. 108 funds tracked by Wall St. Rank hold LQDH as of Q1 2022.

  • WJ Wealth Management reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • WJ Wealth Management sold 64,268 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2022, an estimated $6.14M.
  • WJ Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2021 and held it in 2 quarters.
  • WJ Wealth Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $6.14M in Q4 2021.
  • 108 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2022.

Based on WJ Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.