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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
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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Destination Wealth Management's LQDH Position: Q1 2026 in Review

Destination Wealth Management increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 4.2% in Q1 2026, buying an estimated $3.46M and bringing the position to 929,645 shares worth $85.8M. The position accounts for 2.23% of the portfolio, ranked #8.

Destination Wealth Management first reported a position in LQDH in Q2 2021 and has held it in 20 quarters since. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • Destination Wealth Management held 929,645 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $85.8M as of Q1 2026.
  • Destination Wealth Management bought 37,231 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $3.46M.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 2.23% of Destination Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Destination Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.