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

Keebeck Wealth Management’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	–	Sell	-2,688	Closed	-$248K	–	489
2026 Q1	$248K	Sell	2,688 -3,331	-55%	-$310K	0.03%	362
2025 Q4	$562K	Buy	6,019 +2,135	+55%	+$199K	0.06%	202
2025 Q3	$363K	Buy	+3,884	New	+$361K	0.04%	270

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

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM

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

Keebeck Wealth Management's LQDH Position: Q2 2026 in Review

Keebeck Wealth Management sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2026, closing a stake of 2,688 shares — an estimated $248K sold.

Keebeck Wealth Management first reported a position in LQDH in Q3 2025 and held it in 3 quarters. The position peaked at $562K in Q4 2025. 97 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Keebeck Wealth Management reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Keebeck Wealth Management sold 2,688 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $248K.
Keebeck Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2025 and held it in 3 quarters.
Keebeck Wealth Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $562K in Q4 2025.
97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.