Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Cetera Investment Advisers’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 		$1.33M Sell
14,451
-16,550
-53% -$1.54M ﹤0.01% 2646
2025
Q4 		$2.89M Buy
31,001
+4,323
+16% +$403K ﹤0.01% 1888
2025
Q3 		$2.5M Buy
26,678
+7,266
+37% +$675K ﹤0.01% 1986
2025
Q2 		$1.79M Buy
19,412
+8,880
+84% +$812K ﹤0.01% 1921
2025
Q1 		$972K Buy
10,532
+3,621
+52% +$337K ﹤0.01% 2275
2024
Q4 		$641K Sell
6,911
-14,932
-68% -$1.39M ﹤0.01% 2486
2024
Q3 		$2.03M Buy
21,843
+15,595
+250% +$1.44M ﹤0.01% 1617
2024
Q2 		$581K Buy
6,248
+2,425
+63% +$227K ﹤0.01% 2476
2024
Q1 		$360K Buy
+3,823
New +$358K ﹤0.01% 2877
2022
Q4 		– Sell
-2,432
Closed -$216K – 2147
2022
Q3 		$216K Sell
2,432
-2,216
-48% -$201K ﹤0.01% 1461
2022
Q2 		$420K Sell
4,648
-706
-13% -$64.7K 0.01% 1212
2022
Q1 		$501K Buy
5,354
+848
+19% +$79.3K 0.01% 1159
2021
Q4 		$431K Buy
4,506
+2,305
+105% +$221K 0.01% 1271
2021
Q3 		$211K Sell
2,201
-135
-6% -$12.9K ﹤0.01% 1639
2021
Q2 		$225K Buy
+2,336
New +$224K ﹤0.01% 1597
2021
Q1 		– Sell
-2,116
Closed -$202K – 1666
2020
Q4 		$202K Buy
+2,116
New +$198K ﹤0.01% 1445
2020
Q3 		– Sell
-2,959
Closed -$266K – 660
2020
Q2 		$266K Sell
2,959
-970
-25% -$84.9K 0.02% 504
2020
Q1 		$326K Buy
+3,929
New +$358K 0.04% 385
2019
Q1 		– Sell
-2,309
Closed -$210K – 497
2018
Q4 		$210K Buy
+2,309
New +$218K 0.03% 413

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

Cetera Investment Advisers's LQDH Position: Q1 2026 in Review

Cetera Investment Advisers reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 53% in Q1 2026, selling an estimated $1.54M and leaving 14,451 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

Cetera Investment Advisers first reported a position in LQDH in Q4 2018 and has held it in 19 quarters since. The position peaked at $2.89M in Q4 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • Cetera Investment Advisers held 14,451 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $1.33M as of Q1 2026.
  • Cetera Investment Advisers sold 16,550 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $1.54M.
  • iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2646 holding.
  • Cetera Investment Advisers first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2018 and has held it in 19 quarters since.
  • Cetera Investment Advisers's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $2.89M in Q4 2025.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.