Betterment LLC’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Betterment LLC’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	$2.22M	Buy	24,002 +1,542	+7%	+$143K	﹤0.01%	235
2025 Q4	$2.1M	Buy	22,460 +3,333	+17%	+$311K	﹤0.01%	229
2025 Q3	$1.79M	Buy	+19,127	New	+$1.78M	﹤0.01%	232
2022 Q2	–	Sell	-20,070	Closed	-$1.88M	–	233
2022 Q1	$1.88M	Buy	20,070 +1,551	+8%	+$145K	0.01%	119
2021 Q4	$1.77M	Buy	18,519 +2,933	+19%	+$281K	0.01%	118
2021 Q3	$1.49M	Buy	15,586 +5,834	+60%	+$559K	0.01%	118
2021 Q2	$939K	Buy	+9,752	New	+$935K	﹤0.01%	122
2021 Q1	–	Sell	-10,680	Closed	-$1.02M	–	135
2020 Q4	$1.02M	Sell	10,680 -32,103	-75%	-$3M	﹤0.01%	97
2020 Q3	$3.9M	Buy	42,783 +1,875	+5%	+$171K	0.02%	57
2020 Q2	$3.68M	Buy	+40,908	New	+$3.58M	0.02%	58

Other funds holding LQDH

DWM

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Betterment LLC's LQDH Position: Q1 2026 in Review

Betterment LLC increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 6.9% in Q1 2026, buying an estimated $143K and bringing the position to 24,002 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Betterment LLC first reported a position in LQDH in Q2 2020 and has held it in 10 quarters since. The position peaked at $3.9M in Q3 2020. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Betterment LLC held 24,002 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $2.22M as of Q1 2026.
Betterment LLC bought 1,542 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $143K.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #235 holding.
Betterment LLC first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2020 and has held it in 10 quarters since.
Betterment LLC's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $3.9M in Q3 2020.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.