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HRT Financial’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

HRT Financial’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 		$1.75M Buy
+18,989
New +$1.77M ﹤0.01% 1700
2023
Q1 		– Sell
-2,820
Closed -$255K – 2881
2022
Q4 		$255K Buy
+2,820
New +$255K ﹤0.01% 1821

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

HRT Financial's LQDH Position: Q1 2026 in Review

HRT Financial opened a new position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2026: 18,989 shares worth $1.75M. The stake represents ﹤0.01% of the portfolio and ranks #1700 among its holdings. This is a return to the name: HRT Financial previously reported a position in LQDH as recently as Q4 2022.

HRT Financial first reported a position in LQDH in Q4 2022 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • HRT Financial held 18,989 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $1.75M as of Q1 2026.
  • iShares Interest Rate Hedged Corporate Bond ETF was a new HRT Financial position in Q1 2026.
  • iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #1700 holding.
  • HRT Financial first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2022 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.