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McAdam LLC’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

McAdam LLC’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 		$488K Buy
5,287
+117
+2% +$10.9K 0.02% 247
2025
Q4 		$483K Sell
5,170
-264
-5% -$24.6K 0.02% 237
2025
Q3 		$508K Sell
5,434
-798
-13% -$74.1K 0.03% 213
2025
Q2 		$576K Buy
6,232
+837
+16% +$76.5K 0.03% 196
2025
Q1 		$498K Buy
5,395
+2,423
+82% +$226K 0.03% 192
2024
Q4 		$276K Buy
+2,972
New +$277K 0.02% 292

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

McAdam LLC's LQDH Position: Q1 2026 in Review

McAdam LLC increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 2.3% in Q1 2026, buying an estimated $10.9K and bringing the position to 5,287 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #247.

McAdam LLC first reported a position in LQDH in Q4 2024 and has held it in 6 quarters since. The position peaked at $576K in Q2 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • McAdam LLC held 5,287 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $488K as of Q1 2026.
  • McAdam LLC bought 117 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $10.9K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.02% of McAdam LLC's portfolio in Q1 2026, its #247 holding.
  • McAdam LLC first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • McAdam LLC's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $576K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.