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

Empirical 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	–	Sell	-2,444	Closed	-$228K	–	1021
2025 Q4	$228K	Buy	+2,444	New	+$228K	﹤0.01%	810

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

CIAS

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

TPWM

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

HWMG

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Empirical Wealth Management sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2026, closing a stake of 2,444 shares — an estimated $228K sold.

Empirical Wealth Management first reported a position in LQDH in Q4 2025 and held it in 1 quarter. The position peaked at $228K in Q4 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Empirical Wealth Management reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Empirical Wealth Management sold 2,444 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $228K.
Empirical Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
Empirical Wealth Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $228K in Q4 2025.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.