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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
Q2 		$656K Buy
7,047
+1,760
+33% +$164K 0.03% 229
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 $4.28B AUM 19.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HWMG
Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

McAdam LLC's LQDH Position: Q2 2026 in Review

McAdam LLC increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 33% in Q2 2026, buying an estimated $164K and bringing the position to 7,047 shares worth $656K. The position accounts for 0.03% of the portfolio, ranked #229.

McAdam LLC first reported a position in LQDH in Q4 2024 and has held it in 7 quarters since. 97 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

  • McAdam LLC held 7,047 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $656K as of Q2 2026.
  • McAdam LLC bought 1,760 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $164K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.03% of McAdam LLC's portfolio in Q2 2026, its #229 holding.
  • McAdam LLC first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.