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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
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 $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

Keebeck Wealth Management's LQDH Position: Q1 2026 in Review

Keebeck Wealth Management reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 55% in Q1 2026, selling an estimated $310K and leaving 2,688 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #362.

Keebeck Wealth Management first reported a position in LQDH in Q3 2025 and has held it in 3 quarters since. The position peaked at $562K in Q4 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • Keebeck Wealth Management held 2,688 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $248K as of Q1 2026.
  • Keebeck Wealth Management sold 3,331 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $310K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.03% of Keebeck Wealth Management's portfolio in Q1 2026, its #362 holding.
  • Keebeck Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Keebeck Wealth Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $562K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.