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 Q2	–	Sell	-3,301	Closed	-$305K	–	1417
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

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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 22.9% 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

Envestnet Portfolio Solutions's LQDH Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2026, closing a stake of 3,301 shares — an estimated $305K sold.

Envestnet Portfolio Solutions first reported a position in LQDH in Q3 2024 and held it in 7 quarters. The position peaked at $960K in Q4 2025. 96 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Envestnet Portfolio Solutions reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 3,301 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $305K.
Envestnet Portfolio Solutions first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2024 and held it in 7 quarters.
Envestnet Portfolio Solutions's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $960K in Q4 2025.
96 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.