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Lifeworks Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Lifeworks Advisors’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 		$217K Buy
+2,346
New +$218K 0.03% 283

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

Lifeworks Advisors's LQDH Position: Q1 2026 in Review

Lifeworks Advisors opened a new position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2026: 2,346 shares worth $217K. The stake represents 0.03% of the portfolio and ranks #283 among its holdings.

102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • Lifeworks Advisors held 2,346 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $217K as of Q1 2026.
  • iShares Interest Rate Hedged Corporate Bond ETF was a new Lifeworks Advisors position in Q1 2026.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.03% of Lifeworks Advisors's portfolio in Q1 2026, its #283 holding.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.