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I upgrade iShares Interest Rate Hedged Corporate Bond ETF to Buy, citing renewed upward pressure on rates and effective hedging. LQDH offers a proven interest rate hedge, outperforming LQD in rising rate environments with lower volatility. Switching to LQDH from LQD is recommended until year-end, despite lower 30-day SEC yield (4.74% vs. 5.25%).
Assetmark Inc. lessened its holdings in iShares Interest Rate Hedged Corporate Bond ETF (NYSEARCA:LQDH) by 31.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 24,869 shares of the company's stock after selling 11,566 shares during the quarter. Assetmark Inc. owned about
JPMorgan Chase and Co. lowered its holdings in shares of iShares Interest Rate Hedged Corporate Bond ETF (NYSEARCA:LQDH) by 66.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,368 shares of the company's stock after
Leo Wealth LLC boosted its position in shares of iShares Interest Rate Hedged Corporate Bond ETF (NYSEARCA:LQDH) by 132.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 262,375 shares of the company's stock after purchasing an additional 149,654
Savvy Advisors Inc. bought a new position in shares of iShares Interest Rate Hedged Corporate Bond ETF (NYSEARCA:LQDH) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 31,455 shares of the company's stock, valued at approximately $2,936,000. Savvy
LQDH is an interest rate hedged investment-grade corporate bond index ETF managed by BlackRock. It provides investors with diversified exposure to investment-grade corporate bonds and uses swaps to hedge its interest rate risk. It has significantly outperformed its peers since inception, and with lower risk and volatility.
AdvisorNet Financial Inc increased its holdings in shares of iShares Interest Rate Hedged Corporate Bond ETF (NYSEARCA:LQDH) by 37.5% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 49,723 shares of the company's stock after purchasing an additional 13,560 shares during
iShares Interest Rate Hedged Corporate Bond ETF combines LQD exposure with swaps, resulting in near-zero duration. The hedging strategy has worked very well in 2022 when rates surged the most. Despite its effectiveness, LQDH now appears less compelling as rate pressures ease, especially given LQD's lower expense ratio.