Bangor Savings Bank’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Bangor Savings Bank’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	$17.2K	Hold	185	–	–	﹤0.01%	398
2026 Q1	$17.1K	Hold	185	–	–	﹤0.01%	388
2025 Q4	$17.3K	Hold	185	–	–	﹤0.01%	399
2025 Q3	$17.3K	Buy	+185	New	+$17.2K	﹤0.01%	399

Other funds holding LQDH

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return