First Horizon Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

First Horizon 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	$158K	Buy	1,711 +839	+96%	+$76.7K	﹤0.01%	588
2025 Q1	$80.5K	Buy	872 +349	+67%	+$32.5K	﹤0.01%	745
2024 Q4	$48.5K	Buy	523 +43	+9%	+$4.01K	﹤0.01%	958
2024 Q3	$44.7K	Buy	+480	New	+$44.4K	﹤0.01%	1039
2022 Q1	–	Sell	-7	Closed	–	–	2052
2021 Q4	$0	Hold	7	–	–	﹤0.01%	2361
2021 Q3	$0	Sell	7 -318	-98%	-$30.5K	﹤0.01%	2368
2021 Q2	$30K	Buy	325 +85	+35%	+$8.15K	﹤0.01%	966
2021 Q1	$23K	Buy	240 +222	+1,233%	+$21.2K	﹤0.01%	1027
2020 Q4	$2K	Buy	+18	New	+$1.68K	﹤0.01%	1319

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

First Horizon Advisors's LQDH Position: Q2 2025 in Review

First Horizon Advisors increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 96% in Q2 2025, buying an estimated $76.7K and bringing the position to 1,711 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

First Horizon Advisors first reported a position in LQDH in Q4 2020 and has held it in 9 quarters since. 104 funds tracked by Wall St. Rank hold LQDH as of Q2 2025.

First Horizon Advisors held 1,711 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $158K as of Q2 2025.
First Horizon Advisors bought 839 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2025, an estimated $76.7K.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #588 holding.
First Horizon Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2020 and has held it in 9 quarters since.
104 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.