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

Maridea 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 		$352K Sell
3,810
-400
-10% -$37.2K 0.05% 310
2025
Q4 		$393K Sell
4,210
-20
-0.5% -$1.86K 0.06% 291
2025
Q3 		$395K Buy
4,230
+850
+25% +$78.9K 0.06% 288
2025
Q2 		$312K Buy
+3,380
New +$309K 0.08% 215

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

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

Maridea Wealth Management reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 9.5% in Q1 2026, selling an estimated $37.2K and leaving 3,810 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #310.

Maridea Wealth Management first reported a position in LQDH in Q2 2025 and has held it in 4 quarters since. The position peaked at $395K in Q3 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • Maridea Wealth Management held 3,810 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $352K as of Q1 2026.
  • Maridea Wealth Management sold 400 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $37.2K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.05% of Maridea Wealth Management's portfolio in Q1 2026, its #310 holding.
  • Maridea Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Maridea Wealth Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $395K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.