EP Wealth Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

EP Wealth Advisors’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
2025 Q2	$232K	Sell
2025 Q1	$328K	Hold
2024 Q4	$330K	Hold
2024 Q3	$331K	Hold
2024 Q2	$331K	Buy