Coastal Bridge Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Coastal Bridge 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	$561K	Sell	6,078 -691	-10%	-$64.2K	0.04%	297
2025 Q4	$632K	Hold	6,769	–	–	0.05%	278
2025 Q3	$633K	Buy	6,769 +41	+0.6%	+$3.81K	0.05%	261
2025 Q2	$622K	Sell	6,728 -6	-0.1%	-$548	0.05%	266
2025 Q1	$621K	Buy	+6,734	New	+$627K	0.15%	145

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

Coastal Bridge Advisors's LQDH Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 10% in Q1 2026, selling an estimated $64.2K and leaving 6,078 shares worth $561K. The position accounts for 0.04% of the portfolio, ranked #297.

Coastal Bridge Advisors first reported a position in LQDH in Q1 2025 and has held it in 5 quarters since. The position peaked at $633K in Q3 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Coastal Bridge Advisors held 6,078 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $561K as of Q1 2026.
Coastal Bridge Advisors sold 691 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $64.2K.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.04% of Coastal Bridge Advisors's portfolio in Q1 2026, its #297 holding.
Coastal Bridge Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
Coastal Bridge Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $633K in Q3 2025.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.