Envestnet Portfolio Solutions’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Envestnet Portfolio Solutions’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	$305K	Sell	3,301 -6,981	-68%	-$649K	﹤0.01%	1110
2025 Q4	$960K	Buy	10,282 +253	+3%	+$23.6K	﹤0.01%	774
2025 Q3	$938K	Sell	10,029 -83	-0.8%	-$7.71K	﹤0.01%	760
2025 Q2	$934K	Buy	10,112 +1,959	+24%	+$179K	﹤0.01%	816
2025 Q1	$752K	Buy	8,153 +3,424	+72%	+$319K	﹤0.01%	890
2024 Q4	$439K	Sell	4,729 -431	-8%	-$40.2K	﹤0.01%	1301
2024 Q3	$480K	Buy	+5,160	New	+$477K	﹤0.01%	1227

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

Envestnet Portfolio Solutions's LQDH Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 68% in Q1 2026, selling an estimated $649K and leaving 3,301 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Envestnet Portfolio Solutions first reported a position in LQDH in Q3 2024 and has held it in 7 quarters since. The position peaked at $960K in Q4 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Envestnet Portfolio Solutions held 3,301 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $305K as of Q1 2026.
Envestnet Portfolio Solutions sold 6,981 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $649K.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #1110 holding.
Envestnet Portfolio Solutions first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Envestnet Portfolio Solutions's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $960K in Q4 2025.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.