Janney Montgomery Scott
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Janney Montgomery Scott’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Janney Montgomery Scott’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 		$2.58M Sell
27,904
-63
-0.2% -$5.86K 0.01% 1157
2025
Q4 		$2.61M Buy
27,967
+2,730
+11% +$255K 0.01% 1220
2025
Q3 		$2.36M Buy
25,237
+984
+4% +$91.4K 0.01% 1236
2025
Q2 		$2.24M Buy
24,253
+3,755
+18% +$343K 0.01% 1156
2025
Q1 		$1.89M Buy
20,498
+605
+3% +$56.3K 0.01% 1184
2024
Q4 		$1.84M Buy
19,893
+710
+4% +$66.2K 0.01% 1190
2024
Q3 		$1.78M Buy
19,183
+5,974
+45% +$553K 0.01% 1199
2024
Q2 		$1.23M Sell
13,209
-922
-7% -$86.3K ﹤0.01% 1334
2024
Q1 		$1.33M Buy
+14,131
New +$1.32M ﹤0.01% 1364
2023
Q2 		– Sell
-2,543
Closed -$233K – 2691
2023
Q1 		$233K Sell
2,543
-2,294
-47% -$210K ﹤0.01% 2207
2022
Q4 		$438K Sell
4,837
-1,237
-20% -$112K ﹤0.01% 1860
2022
Q3 		$539K Sell
6,074
-209
-3% -$19K ﹤0.01% 1655
2022
Q2 		$569K Sell
6,283
-1,627
-21% -$149K ﹤0.01% 1548
2022
Q1 		$740K Buy
7,910
+1,472
+23% +$138K ﹤0.01% 1417
2021
Q4 		$616K Buy
6,438
+3,643
+130% +$350K ﹤0.01% 1598
2021
Q3 		$268K Buy
2,795
+688
+33% +$65.9K ﹤0.01% 2014
2021
Q2 		$203K Sell
2,107
-2,618
-55% -$251K ﹤0.01% 2128
2021
Q1 		$456K Sell
4,725
-5,287
-53% -$505K ﹤0.01% 1601
2020
Q4 		$957K Sell
10,012
-6,045
-38% -$565K ﹤0.01% 1200
2020
Q3 		$1.47M Buy
16,057
+6,924
+76% +$633K 0.01% 924
2020
Q2 		$821K Buy
+9,133
New +$799K 0.01% 1130

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 $1.62B AUM 27.01% 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

Janney Montgomery Scott's LQDH Position: Q1 2026 in Review

Janney Montgomery Scott reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 0.23% in Q1 2026, selling an estimated $5.86K and leaving 27,904 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #1157.

Janney Montgomery Scott first reported a position in LQDH in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.61M in Q4 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • Janney Montgomery Scott held 27,904 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $2.58M as of Q1 2026.
  • Janney Montgomery Scott sold 63 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $5.86K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1157 holding.
  • Janney Montgomery Scott first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • Janney Montgomery Scott's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $2.61M in Q4 2025.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.