Milestone Asset Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Milestone Asset 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 Q2	$1.25M	Buy	13,421 +1,387	+12%	+$129K	0.2%	117
2026 Q1	$1.11M	Buy	12,034 +908	+8%	+$84.4K	0.2%	107
2025 Q4	$1.04M	Buy	11,126 +1,995	+22%	+$186K	0.2%	99
2025 Q3	$854K	Buy	9,131 +1,836	+25%	+$170K	0.16%	107
2025 Q2	$674K	Sell	7,295 -405,543	-98%	-$37.1M	0.14%	118
2025 Q1	$38.1M	Buy	412,838 +381,744	+1,228%	+$35.5M	8.11%	1
2024 Q4	$2.88M	Buy	+31,094	New	+$2.9M	0.64%	41

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Milestone Asset Management's LQDH Position: Q2 2026 in Review

Milestone Asset Management increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 12% in Q2 2026, buying an estimated $129K and bringing the position to 13,421 shares worth $1.25M. The position accounts for 0.2% of the portfolio, ranked #117.

Milestone Asset Management first reported a position in LQDH in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.1M in Q1 2025. 97 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Milestone Asset Management held 13,421 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $1.25M as of Q2 2026.
Milestone Asset Management bought 1,387 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $129K.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.2% of Milestone Asset Management's portfolio in Q2 2026, its #117 holding.
Milestone Asset Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Milestone Asset Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $38.1M in Q1 2025.
97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.