Commonwealth Equity Services’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Commonwealth Equity Services’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	–	Sell	-2,917	Closed	-$272K	–	4389
2025 Q4	$272K	Buy	+2,917	New	+$272K	﹤0.01%	3739
2025 Q3	–	Sell	-18,503	Closed	-$1.71M	–	4364
2025 Q2	$1.71M	Sell	18,503 -275	-1%	-$25.1K	﹤0.01%	2120
2025 Q1	$1.73M	Sell	18,778 -2,224	-11%	-$207K	﹤0.01%	2017
2024 Q4	$1.95M	Buy	21,002 +4,094	+24%	+$381K	﹤0.01%	1893
2024 Q3	$1.57M	Buy	16,908 +2,856	+20%	+$264K	﹤0.01%	1991
2024 Q2	$1.31M	Buy	14,052 +3,853	+38%	+$361K	﹤0.01%	2084
2024 Q1	$959K	Sell	10,199 -2,071	-17%	-$194K	﹤0.01%	2273
2023 Q4	$1.14M	Buy	+12,270	New	+$1.14M	﹤0.01%	2078
2023 Q3	–	Sell	-2,832	Closed	-$263K	–	3889
2023 Q2	$263K	Sell	2,832 -13,873	-83%	-$1.27M	﹤0.01%	3160
2023 Q1	$1.53K	Sell	16,705 -1,987	-11%	-$182K	﹤0.01%	1735
2022 Q4	$1.69M	Sell	18,692 -3,144	-14%	-$284K	﹤0.01%	1614
2022 Q3	$1.94M	Sell	21,836 -5,130	-19%	-$465K	0.01%	1433
2022 Q2	$2.43M	Sell	26,966 -877	-3%	-$80.3K	0.01%	1307
2022 Q1	$2.6M	Sell	27,843 -6,568	-19%	-$614K	0.01%	1329
2021 Q4	$3.29M	Buy	34,411 +3,677	+12%	+$353K	0.01%	1155
2021 Q3	$2.94M	Sell	30,734 -56,229	-65%	-$5.39M	0.01%	1182
2021 Q2	$8.37M	Buy	86,963 +12,348	+17%	+$1.18M	0.02%	624
2021 Q1	$7.2M	Buy	74,615 +6,316	+9%	+$603K	0.02%	624
2020 Q4	$6.53M	Buy	68,299 +59,027	+637%	+$5.52M	0.02%	622
2020 Q3	$846K	Sell	9,272 -5,698	-38%	-$521K	﹤0.01%	1594
2020 Q2	$1.34M	Buy	14,970 +5,219	+54%	+$457K	0.01%	1247
2020 Q1	$809K	Buy	9,751 +1,123	+13%	+$102K	﹤0.01%	1379
2019 Q4	$829K	Buy	8,628 +454	+6%	+$42.8K	﹤0.01%	1547
2019 Q3	$759K	Sell	8,174 -1,891	-19%	-$176K	﹤0.01%	1530
2019 Q2	$946K	Sell	10,065 -31,972	-76%	-$2.99M	﹤0.01%	1375
2019 Q1	$3.93M	Buy	42,037 +795	+2%	+$73.9K	0.02%	642
2018 Q4	$3.74M	Buy	41,242 +31,793	+336%	+$3.01M	0.02%	602
2018 Q3	$918K	Buy	9,449 +2,094	+28%	+$202K	﹤0.01%	1363
2018 Q2	$703K	Sell	7,355 -403	-5%	-$38.8K	﹤0.01%	1507
2018 Q1	$750K	Buy	7,758 +1,199	+18%	+$117K	﹤0.01%	1415
2017 Q4	$638K	Buy	6,559 +126	+2%	+$12.2K	﹤0.01%	1513
2017 Q3	$619K	Buy	6,433 +1,360	+27%	+$130K	﹤0.01%	1476
2017 Q2	$484K	Sell	5,073 -20	-0.4%	-$1.89K	﹤0.01%	1592
2017 Q1	$483K	Buy	5,093 +1,608	+46%	+$152K	﹤0.01%	1527
2016 Q4	$328K	Buy	3,485 +482	+16%	+$44.8K	﹤0.01%	1716
2016 Q3	$277K	Buy	3,003 +408	+16%	+$37.7K	﹤0.01%	1769
2016 Q2	$237K	Buy	2,595 +392	+18%	+$35.9K	﹤0.01%	1832
2016 Q1	$200K	Buy	+2,203	New	+$196K	﹤0.01%	1913

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

Commonwealth Equity Services's LQDH Position: Q1 2026 in Review

Commonwealth Equity Services sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2026, closing a stake of 2,917 shares — an estimated $272K sold.

Commonwealth Equity Services first reported a position in LQDH in Q1 2016 and held it in 38 quarters. The position peaked at $8.37M in Q2 2021. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Commonwealth Equity Services reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Commonwealth Equity Services sold 2,917 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $272K.
Commonwealth Equity Services first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2016 and held it in 38 quarters.
Commonwealth Equity Services's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $8.37M in Q2 2021.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.