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

Atria Wealth Solutions’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 Q1	–	Sell	-3,032	Closed	-$281K	–	1989
2024 Q4	$281K	Buy	+3,032	New	+$283K	﹤0.01%	1595
2022 Q4	–	Sell	-15,364	Closed	-$1.36M	–	1850
2022 Q3	$1.36M	Buy	15,364 +1,509	+11%	+$137K	0.02%	613
2022 Q2	$1.25M	Sell	13,855 -1,145	-8%	-$105K	0.02%	608
2022 Q1	$1.4M	Buy	+15,000	New	+$1.4M	0.02%	599

Other funds holding LQDH

DWM

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

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

Atria Wealth Solutions's LQDH Position: Q1 2025 in Review

Atria Wealth Solutions sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2025, closing a stake of 3,032 shares — an estimated $281K sold.

Atria Wealth Solutions first reported a position in LQDH in Q1 2022 and held it in 4 quarters. The position peaked at $1.4M in Q1 2022. 99 funds tracked by Wall St. Rank hold LQDH as of Q1 2025.

Atria Wealth Solutions reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 3,032 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2025, an estimated $281K.
Atria Wealth Solutions first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2022 and held it in 4 quarters.
Atria Wealth Solutions's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.4M in Q1 2022.
99 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.