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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

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LWL
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MML Investors Services
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SC
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UBS Group
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CIAS
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AssetMark Inc
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