Harbour Wealth Management Group’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Harbour Wealth Management Group’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 Q2	$9.88M	Buy	106,109 +1,662	+2%	+$155K	6.68%	3
2026 Q1	$9.64M	Buy	104,447 +8,456	+9%	+$786K	7.26%	3
2025 Q4	$8.96M	Buy	+95,991	New	+$8.95M	7.01%	3

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

CIAS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Harbour Wealth Management Group's LQDH Position: Q2 2026 in Review

Harbour Wealth Management Group increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 1.6% in Q2 2026, buying an estimated $155K and bringing the position to 106,109 shares worth $9.88M. The position accounts for 6.68% of the portfolio, ranked #3.

Harbour Wealth Management Group first reported a position in LQDH in Q4 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Harbour Wealth Management Group held 106,109 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $9.88M as of Q2 2026.
Harbour Wealth Management Group bought 1,662 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $155K.
iShares Interest Rate Hedged Corporate Bond ETF made up 6.68% of Harbour Wealth Management Group's portfolio in Q2 2026, its #3 holding.
Harbour Wealth Management Group first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Harbour Wealth Management Group's 13F filing for Q2 2026, filed 7 Aug 2026.