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

Bogart Wealth 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	$139K	Buy	+1,500	New	+$139K	0.01%	318
2023 Q1	–	Sell	-2	Closed	-$181	–	1170
2022 Q4	$181	Hold	2	–	–	﹤0.01%	964
2022 Q3	$0	Hold	2	–	–	﹤0.01%	1076
2022 Q2	$0	Hold	2	–	–	﹤0.01%	946
2022 Q1	$0	Hold	2	–	–	﹤0.01%	818
2021 Q4	$0	Hold	2	–	–	﹤0.01%	789
2021 Q3	$0	Buy	+2	New	+$192	﹤0.01%	751

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

Bogart Wealth LLC's LQDH Position: Q1 2026 in Review

Bogart Wealth LLC opened a new position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2026: 1,500 shares worth $139K. The stake represents 0.01% of the portfolio and ranks #318 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in LQDH as recently as Q4 2022.

Bogart Wealth LLC first reported a position in LQDH in Q3 2021 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Bogart Wealth LLC held 1,500 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $139K as of Q1 2026.
iShares Interest Rate Hedged Corporate Bond ETF was a new Bogart Wealth LLC position in Q1 2026.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #318 holding.
Bogart Wealth LLC first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2021 and has held it in 7 quarters since.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.