WR Wealth Planners’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

WR Wealth Planners’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
2024 Q4	$2.41K	Hold	26	–	–	﹤0.01%	825
2024 Q3	$2.42K	Hold	26	–	–	﹤0.01%	870
2024 Q2	$2.42K	Hold	26	–	–	﹤0.01%	852
2024 Q1	$2.44K	Buy	+26	New	+$2.43K	﹤0.01%	840
2023 Q4	–	Sell	-64	Closed	-$5.92K	–	571
2023 Q3	$5.92K	Hold	64	–	–	﹤0.01%	654
2023 Q2	$5.95K	Sell	64 -366	-85%	-$33.5K	﹤0.01%	654
2023 Q1	$39.4K	Hold	430	–	–	0.02%	346
2022 Q4	$38.9K	Hold	430	–	–	0.02%	182
2022 Q3	$38.2K	Hold	430	–	–	0.03%	178
2022 Q2	$38.8K	Buy	430 +15	+4%	+$1.37K	0.03%	192
2022 Q1	$38.8K	Buy	+415	New	+$38.8K	0.02%	184

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's LQDH Position: Q4 2024 in Review

WR Wealth Planners held its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) position steady in Q4 2024 at 26 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

WR Wealth Planners first reported a position in LQDH in Q1 2022 and has held it in 11 quarters since. The position peaked at $39.4K in Q1 2023. 92 funds tracked by Wall St. Rank hold LQDH as of Q4 2024.

WR Wealth Planners held 26 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $2.41K as of Q4 2024.
WR Wealth Planners left its iShares Interest Rate Hedged Corporate Bond ETF share count unchanged in Q4 2024.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #825 holding.
WR Wealth Planners first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $39.4K in Q1 2023.
92 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.