MassMutual Private Wealth & Trust’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

MassMutual Private Wealth & Trust’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
2025 Q1	–	Sell	-348	Closed	-$32.3K	–	2435
2024 Q4	$32.3K	Buy	+348	New	+$32.4K	﹤0.01%	860
2020 Q4	–	Sell	-72	Closed	-$7K	–	913
2020 Q3	$7K	Buy	+72	New	+$6.58K	﹤0.01%	611

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MassMutual Private Wealth & Trust's LQDH Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2025, closing a stake of 348 shares — an estimated $32.3K sold.

MassMutual Private Wealth & Trust first reported a position in LQDH in Q3 2020 and held it in 2 quarters. The position peaked at $32.3K in Q4 2024. 99 funds tracked by Wall St. Rank hold LQDH as of Q1 2025.

MassMutual Private Wealth & Trust reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 348 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2025, an estimated $32.3K.
MassMutual Private Wealth & Trust first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2020 and held it in 2 quarters.
MassMutual Private Wealth & Trust's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $32.3K in Q4 2024.
99 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.