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

AE 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
2026 Q1	–	Sell	-23	Closed	-$2.15K	–	2656
2025 Q4	$2.15K	Buy	+23	New	+$2.14K	﹤0.01%	2326
2025 Q2	–	Sell	-5	Closed	-$461	–	2222
2025 Q1	$461	Buy	+5	New	+$465	﹤0.01%	2107
2023 Q1	–	Sell	-107,530	Closed	-$9.73M	–	1952
2022 Q4	$9.73M	Sell	107,530 -219,188	-67%	-$19.8M	0.07%	327
2022 Q3	$29M	Buy	326,718 +218,160	+201%	+$19.8M	0.23%	98
2022 Q2	$9.8M	Buy	+108,558	New	+$9.95M	0.08%	273
2020 Q4	–	Sell	-20,010	Closed	-$1.83M	–	1395
2020 Q3	$1.83M	Sell	20,010 -1,571	-7%	-$144K	0.03%	453
2020 Q2	$1.94M	Buy	+21,581	New	+$1.89M	0.03%	421

Other funds holding LQDH

DWM

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

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

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

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

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $133M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

AE Wealth Management's LQDH Position: Q1 2026 in Review

AE Wealth Management sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2026, closing a stake of 23 shares — an estimated $2.15K sold.

AE Wealth Management first reported a position in LQDH in Q2 2020 and held it in 7 quarters. The position peaked at $29M in Q3 2022. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

AE Wealth Management reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
AE Wealth Management sold 23 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $2.15K.
AE Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2020 and held it in 7 quarters.
AE Wealth Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $29M in Q3 2022.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.