Ameritas Advisory Services’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-143	Closed	-$13.4K	–	1620
2025 Q3	$13.4K	Sell	143 -2,326	-94%	-$216K	﹤0.01%	1567
2025 Q2	$228K	Sell	2,469 -544	-18%	-$49.7K	0.01%	694
2025 Q1	$278K	Sell	3,013 -2,230	-43%	-$208K	0.01%	722
2024 Q4	$486K	Sell	5,243 -11,133	-68%	-$1.04M	0.02%	598
2024 Q3	$1.52M	Sell	16,376 -17,486	-52%	-$1.62M	0.07%	292
2024 Q2	$3.15M	Buy	+33,862	New	+$3.17M	0.12%	175
2023 Q2	–	Sell	-119	Closed	-$10.9K	–	1701
2023 Q1	$10.9K	Buy	+119	New	+$10.9K	﹤0.01%	1863

Other funds holding LQDH

DWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LWL

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIAS

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

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

HWMG

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

Ameritas Advisory Services's LQDH Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2025, closing a stake of 143 shares — an estimated $13.4K sold.

Ameritas Advisory Services first reported a position in LQDH in Q1 2023 and held it in 7 quarters. The position peaked at $3.15M in Q2 2024. 113 funds tracked by Wall St. Rank hold LQDH as of Q4 2025.

Ameritas Advisory Services reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 143 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2025, an estimated $13.4K.
Ameritas Advisory Services first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
Ameritas Advisory Services's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $3.15M in Q2 2024.
113 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.