Atria Investments’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Atria Investments’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 Q2	–	Sell	-11,036	Closed	-$1.02M	–	2044
2025 Q1	$1.02M	Buy	+11,036	New	+$1.03M	0.01%	984
2023 Q3	–	Sell	-51,423	Closed	-$4.78M	–	872
2023 Q2	$4.78M	Sell	51,423 -1,150	-2%	-$105K	0.09%	272
2023 Q1	$4.82M	Sell	52,573 -29,694	-36%	-$2.72M	0.09%	274
2022 Q4	$7.44M	Sell	82,267 -110,118	-57%	-$9.94M	0.15%	168
2022 Q3	$17.1M	Buy	192,385 +44,453	+30%	+$4.03M	0.38%	47
2022 Q2	$13.4M	Buy	147,932 +101,568	+219%	+$9.31M	0.28%	76
2022 Q1	$4.34M	Buy	+46,364	New	+$4.34M	0.08%	312

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

LWL

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

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Atria Investments's LQDH Position: Q2 2025 in Review

Atria Investments sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2025, closing a stake of 11,036 shares — an estimated $1.02M sold.

Atria Investments first reported a position in LQDH in Q1 2022 and held it in 7 quarters. The position peaked at $17.1M in Q3 2022. 104 funds tracked by Wall St. Rank hold LQDH as of Q2 2025.

Atria Investments reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Atria Investments sold 11,036 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2025, an estimated $1.02M.
Atria Investments first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2022 and held it in 7 quarters.
Atria Investments's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $17.1M in Q3 2022.
104 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.