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

Mercer Global 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 		$303K Sell
3,285
-620
-16% -$57.6K ﹤0.01% 2415
2025
Q4 		$364K Buy
3,905
+32
+0.8% +$2.98K ﹤0.01% 2084
2025
Q3 		$362K Sell
3,873
-2,228
-37% -$207K ﹤0.01% 1964
2025
Q2 		$564K Sell
6,101
-2,205
-27% -$202K ﹤0.01% 1511
2025
Q1 		$766K Sell
8,306
-2,966
-26% -$276K ﹤0.01% 1261
2024
Q4 		$1.05M Sell
11,272
-2,625
-19% -$245K ﹤0.01% 1099
2024
Q3 		$1.29M Sell
13,897
-489
-3% -$45.2K ﹤0.01% 915
2024
Q2 		$1.34M Buy
14,386
+358
+3% +$33.5K ﹤0.01% 849
2024
Q1 		$1.32M Sell
14,028
-2,692
-16% -$252K ﹤0.01% 849
2023
Q4 		$1.56M Sell
16,720
-5,568
-25% -$516K ﹤0.01% 807
2023
Q3 		$2.06M Sell
22,288
-2,589
-10% -$240K 0.01% 694
2023
Q2 		$2.31M Sell
24,877
-6,313
-20% -$577K 0.01% 684
2023
Q1 		$2.86M Sell
31,190
-38,577
-55% -$3.54M 0.01% 587
2022
Q4 		$6.31M Sell
69,767
-62,096
-47% -$5.61M 0.03% 371
2022
Q3 		$11.7M Sell
131,863
-4,390
-3% -$398K 0.07% 203
2022
Q2 		$12.3M Sell
136,253
-3,842
-3% -$352K 0.08% 189
2022
Q1 		$13.1M Buy
+140,095
New +$13.1M 0.08% 187

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

Mercer Global Advisors's LQDH Position: Q1 2026 in Review

Mercer Global Advisors reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 16% in Q1 2026, selling an estimated $57.6K and leaving 3,285 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

Mercer Global Advisors first reported a position in LQDH in Q1 2022 and has held it in 17 quarters since. The position peaked at $13.1M in Q1 2022. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • Mercer Global Advisors held 3,285 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $303K as of Q1 2026.
  • Mercer Global Advisors sold 620 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $57.6K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2415 holding.
  • Mercer Global Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Mercer Global Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $13.1M in Q1 2022.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.