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

Alpine Bank 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	$504K	Sell	5,460 -6,005	-52%	-$558K	0.07%	109
2025 Q4	$1.07M	Sell	11,465 -3,257	-22%	-$304K	0.15%	72
2025 Q3	$1.38M	Sell	14,722 -3,333	-18%	-$309K	0.19%	64
2025 Q2	$1.67M	Sell	18,055 -233,325	-93%	-$21.3M	0.25%	54
2025 Q1	$23.2M	Buy	+251,380	New	+$23.4M	3.72%	8

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 $1.62B AUM 27.01% 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

Alpine Bank Wealth Management's LQDH Position: Q1 2026 in Review

Alpine Bank Wealth Management reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 52% in Q1 2026, selling an estimated $558K and leaving 5,460 shares worth $504K. The position accounts for 0.07% of the portfolio, ranked #109.

Alpine Bank Wealth Management first reported a position in LQDH in Q1 2025 and has held it in 5 quarters since. The position peaked at $23.2M in Q1 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Alpine Bank Wealth Management held 5,460 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $504K as of Q1 2026.
Alpine Bank Wealth Management sold 6,005 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $558K.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.07% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #109 holding.
Alpine Bank Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
Alpine Bank Wealth Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $23.2M in Q1 2025.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.