Harbour Investments’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Harbour Investments’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
2026 Q1	$248K	Buy	2,691 +228	+9%	+$21.2K	﹤0.01%	1414
2025 Q4	$230K	Hold	2,463	–	–	﹤0.01%	1209
2025 Q3	$230K	Hold	2,463	–	–	0.01%	1174
2025 Q2	$228K	Sell	2,463 -28	-1%	-$2.56K	0.01%	1113
2025 Q1	$230K	Hold	2,491	–	–	0.01%	1036
2024 Q4	$231K	Sell	2,491 -567	-19%	-$52.8K	0.01%	976
2024 Q3	$285K	Hold	3,058	–	–	0.01%	870
2024 Q2	$284K	Sell	3,058 -160	-5%	-$15K	0.01%	815
2024 Q1	$303K	Hold	3,218	–	–	0.01%	764
2023 Q4	$300K	Hold	3,218	–	–	0.01%	710
2023 Q3	$298K	Hold	3,218	–	–	0.01%	659
2023 Q2	$299K	Sell	3,218 -27	-0.8%	-$2.47K	0.01%	656
2023 Q1	$297K	Sell	3,245 -338	-9%	-$31K	0.02%	626
2022 Q4	$324K	Buy	3,583 +139	+4%	+$12.6K	0.02%	575
2022 Q3	$311K	Hold	3,444	–	–	0.02%	541
2022 Q2	$311K	Buy	+3,444	New	+$316K	0.02%	541
2021 Q4	–	Sell	-6	Closed	-$1K	–	3242
2021 Q3	$1K	Sell	6 -201	-97%	-$19.3K	﹤0.01%	3544
2021 Q2	$20K	Hold	207	–	–	﹤0.01%	2349
2021 Q1	$20K	Buy	+207	New	+$19.8K	﹤0.01%	2214

Other funds holding LQDH

DWM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $133M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Harbour Investments's LQDH Position: Q1 2026 in Review

Harbour Investments increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 9.3% in Q1 2026, buying an estimated $21.2K and bringing the position to 2,691 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Harbour Investments first reported a position in LQDH in Q1 2021 and has held it in 19 quarters since. The position peaked at $324K in Q4 2022. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Harbour Investments held 2,691 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $248K as of Q1 2026.
Harbour Investments bought 228 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $21.2K.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1414 holding.
Harbour Investments first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2021 and has held it in 19 quarters since.
Harbour Investments's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $324K in Q4 2022.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.