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

First Trust 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
Q3 		– Sell
-3,594
Closed -$332K – 2673
2025
Q2 		$332K Buy
+3,594
New +$329K ﹤0.01% 2389

Other funds holding LQDH

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors's LQDH Position: Q3 2025 in Review

First Trust Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2025, closing a stake of 3,594 shares — an estimated $332K sold.

First Trust Advisors first reported a position in LQDH in Q2 2025 and held it in 1 quarter. The position peaked at $332K in Q2 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q3 2025.

  • First Trust Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • First Trust Advisors sold 3,594 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2025, an estimated $332K.
  • First Trust Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • First Trust Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $332K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2025.

Based on First Trust Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.