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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
2,509
-1,050
-30% -$96K ﹤0.01% 1166
2025
Q1 		$328K Hold
3,559
– – ﹤0.01% 868
2024
Q4 		$330K Hold
3,559
– – ﹤0.01% 831
2024
Q3 		$331K Hold
3,559
– – ﹤0.01% 818
2024
Q2 		$331K Buy
+3,559
New +$333K ﹤0.01% 626

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EP Wealth Advisors's LQDH Position: Q2 2025 in Review

EP Wealth Advisors reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 30% in Q2 2025, selling an estimated $96K and leaving 2,509 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

EP Wealth Advisors first reported a position in LQDH in Q2 2024 and has held it in 5 quarters since. The position peaked at $331K in Q3 2024. 104 funds tracked by Wall St. Rank hold LQDH as of Q2 2025.

  • EP Wealth Advisors held 2,509 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $232K as of Q2 2025.
  • EP Wealth Advisors sold 1,050 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2025, an estimated $96K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1166 holding.
  • EP Wealth Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • EP Wealth Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $331K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.