Insigneo Advisory Services’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Insigneo Advisory Services’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 Q4	–	Sell	-2,684	Closed	-$251K	–	810
2025 Q3	$251K	Sell	2,684 -1,272	-32%	-$118K	0.02%	563
2025 Q2	$366K	Buy	+3,956	New	+$362K	0.03%	412

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

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

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

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

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

HWMG

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

Insigneo Advisory Services's LQDH Position: Q4 2025 in Review

Insigneo Advisory Services sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2025, closing a stake of 2,684 shares — an estimated $251K sold.

Insigneo Advisory Services first reported a position in LQDH in Q2 2025 and held it in 2 quarters. The position peaked at $366K in Q2 2025. 113 funds tracked by Wall St. Rank hold LQDH as of Q4 2025.

Insigneo Advisory Services reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Insigneo Advisory Services sold 2,684 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2025, an estimated $251K.
Insigneo Advisory Services first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
Insigneo Advisory Services's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $366K in Q2 2025.
113 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2025.

Based on Insigneo Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.