Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Carson Wealth (CWM 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
2025
Q2 		– Sell
-3
Closed – – 5220
2025
Q1 		$0 Buy
+3
New +$279 ﹤0.01% 5132
2024
Q4 		– Sell
-9
Closed -$1K – 5044
2024
Q3 		$1K Hold
9
– – ﹤0.01% 4624
2024
Q2 		$1K Sell
9
-40
-82% -$3.74K ﹤0.01% 4411
2024
Q1 		$5K Hold
49
– – ﹤0.01% 3671
2023
Q4 		$5K Hold
49
– – ﹤0.01% 3520
2023
Q3 		$5K Buy
49
+40
+444% +$3.71K ﹤0.01% 3470
2023
Q2 		$1K Hold
9
– – ﹤0.01% 3994
2023
Q1 		$1K Hold
9
– – ﹤0.01% 3865
2022
Q4 		$1K Hold
9
– – ﹤0.01% 3782
2022
Q3 		$1K Sell
9
-80
-90% -$7.25K ﹤0.01% 3691
2022
Q2 		$8K Buy
89
+80
+889% +$7.33K ﹤0.01% 2707
2022
Q1 		$1K Hold
9
– – ﹤0.01% 3372
2021
Q4 		$1K Buy
+9
New +$863 ﹤0.01% 3327
2021
Q2 		$1K Hold
9
– – ﹤0.01% 2819
2021
Q1 		$1K Hold
9
– – ﹤0.01% 2819
2020
Q4 		$1K Hold
9
– – ﹤0.01% 2819
2020
Q3 		$1K Hold
9
– – ﹤0.01% 2818
2020
Q2 		$1K Hold
9
– – ﹤0.01% 2818
2020
Q1 		$1K Hold
9
– – ﹤0.01% 2817
2019
Q4 		$1K Hold
9
– – ﹤0.01% 2817
2019
Q3 		$1K Hold
9
– – ﹤0.01% 2817
2019
Q2 		$1K Hold
9
– – ﹤0.01% 2817
2019
Q1 		$1K Buy
+9
New +$836 ﹤0.01% 2816

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LQDH Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2025, closing a stake of 3 shares.

Carson Wealth (CWM LLC) first reported a position in LQDH in Q1 2019 and held it in 23 quarters. The position peaked at $8K in Q2 2022. 104 funds tracked by Wall St. Rank hold LQDH as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2025.
  • Carson Wealth (CWM LLC) first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2019 and held it in 23 quarters.
  • Carson Wealth (CWM LLC)'s iShares Interest Rate Hedged Corporate Bond ETF position peaked at $8K in Q2 2022.
  • 104 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.