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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
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$232K Sell
2,509
-1,050
-30% -$97K ﹤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 +$331K ﹤0.01% 626