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Beacon Pointe Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Beacon Pointe Advisors’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
Q1 		$1.29M Sell
13,921
-2,150
-13% -$200K 0.01% 898
2025
Q4 		$1.5M Buy
16,071
+1,359
+9% +$127K 0.01% 697
2025
Q3 		$1.38M Buy
14,712
+10,582
+256% +$983K 0.01% 645
2025
Q2 		$382K Buy
4,130
+800
+24% +$73.1K ﹤0.01% 970
2025
Q1 		$307K Buy
+3,330
New +$310K ﹤0.01% 1016

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
HWMG
Harbour Wealth Management Group Daniel Island, South Carolina $133M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Beacon Pointe Advisors's LQDH Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 13% in Q1 2026, selling an estimated $200K and leaving 13,921 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #898.

Beacon Pointe Advisors first reported a position in LQDH in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.5M in Q4 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • Beacon Pointe Advisors held 13,921 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $1.29M as of Q1 2026.
  • Beacon Pointe Advisors sold 2,150 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $200K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #898 holding.
  • Beacon Pointe Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Beacon Pointe Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.5M in Q4 2025.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.