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 Q2	$521K	Buy	5,593 +133	+2%	+$12.4K	0.07%	118
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 $4.28B AUM 19.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 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 $424B AUM 22.96% 1-Year Est. Return

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Alpine Bank Wealth Management's LQDH Position: Q2 2026 in Review

Alpine Bank Wealth Management increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 2.4% in Q2 2026, buying an estimated $12.4K and bringing the position to 5,593 shares worth $521K. The position accounts for 0.07% of the portfolio, ranked #118.

Alpine Bank Wealth Management first reported a position in LQDH in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.2M in Q1 2025. 96 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Alpine Bank Wealth Management held 5,593 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $521K as of Q2 2026.
Alpine Bank Wealth Management bought 133 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $12.4K.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.07% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #118 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 6 quarters since.
Alpine Bank Wealth Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $23.2M in Q1 2025.
96 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.