Destination Wealth Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Destination Wealth Management’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 Q2	$90.1M	Buy	967,931 +38,286	+4%	+$3.56M	2.1%	10
2026 Q1	$85.8M	Buy	929,645 +37,231	+4%	+$3.46M	2.23%	8
2025 Q4	$83.3M	Buy	892,414 +34,888	+4%	+$3.25M	2.18%	8
2025 Q3	$80.2M	Buy	857,526 +34,064	+4%	+$3.16M	2.21%	8
2025 Q2	$76.1M	Buy	823,462 +7,599	+0.9%	+$695K	2.23%	9
2025 Q1	$75.3M	Buy	815,863 +26,836	+3%	+$2.5M	2.37%	7
2024 Q4	$73.2M	Buy	789,027 +9,395	+1%	+$875K	2.29%	6
2024 Q3	$72.5M	Buy	779,632 +28,388	+4%	+$2.63M	2.25%	7
2024 Q2	$69.8M	Buy	751,244 +9,105	+1%	+$852K	2.31%	7
2024 Q1	$69.8M	Buy	742,139 +36,186	+5%	+$3.39M	2.32%	7
2023 Q4	$65.7M	Buy	705,953 +4,894	+0.7%	+$454K	2.28%	6
2023 Q3	$64.9M	Buy	701,059 +13,885	+2%	+$1.29M	2.52%	6
2023 Q2	$63.9M	Sell	687,174 -36,706	-5%	-$3.36M	2.38%	6
2023 Q1	$66.3M	Buy	723,880 +42,407	+6%	+$3.89M	2.51%	6
2022 Q4	$61.7M	Sell	681,473 -84,767	-11%	-$7.65M	2.45%	7
2022 Q3	$68M	Buy	766,240 +27,711	+4%	+$2.51M	2.86%	5
2022 Q2	$66.7M	Sell	738,529 -78,741	-10%	-$7.21M	2.69%	7
2022 Q1	$76.4M	Buy	817,270 +814,597	+30,475%	+$76.2M	2.83%	5
2021 Q4	$256K	Hold	2,673	–	–	0.01%	181
2021 Q3	$256K	Hold	2,673	–	–	0.01%	162
2021 Q2	$257K	Buy	+2,673	New	+$256K	0.01%	167

Other funds holding LQDH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Destination Wealth Management's LQDH Position: Q2 2026 in Review

Destination Wealth Management increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 4.1% in Q2 2026, buying an estimated $3.56M and bringing the position to 967,931 shares worth $90.1M. The position accounts for 2.1% of the portfolio, ranked #10.

Destination Wealth Management first reported a position in LQDH in Q2 2021 and has held it in 21 quarters since. 97 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Destination Wealth Management held 967,931 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $90.1M as of Q2 2026.
Destination Wealth Management bought 38,286 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $3.56M.
iShares Interest Rate Hedged Corporate Bond ETF made up 2.1% of Destination Wealth Management's portfolio in Q2 2026, its #10 holding.
Destination Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.