MML Investors Services
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MML Investors Services’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

MML Investors Services’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 		$5.79M Sell
62,678
-105,153
-63% -$9.78M 0.02% 748
2025
Q4 		$15.7M Buy
167,831
+15,878
+10% +$1.48M 0.04% 426
2025
Q3 		$14.2M Sell
151,953
-797
-0.5% -$74K 0.04% 434
2025
Q2 		$14.1M Buy
152,750
+16,748
+12% +$1.53M 0.04% 410
2025
Q1 		$12.5M Buy
136,002
+97,151
+250% +$9.04M 0.04% 407
2024
Q4 		$3.6M Buy
38,851
+11,659
+43% +$1.09M 0.01% 843
2024
Q3 		$2.53M Buy
27,192
+12,751
+88% +$1.18M 0.01% 972
2024
Q2 		$1.34M Buy
14,441
+2,822
+24% +$264K 0.01% 1248
2024
Q1 		$1.09M Buy
11,619
+2,079
+22% +$195K ﹤0.01% 1376
2023
Q4 		$888K Buy
9,540
+3,232
+51% +$300K ﹤0.01% 1434
2023
Q3 		$584K Buy
6,308
+170
+3% +$15.8K ﹤0.01% 1527
2023
Q2 		$571K Buy
6,138
+1,014
+20% +$92.7K ﹤0.01% 1551
2023
Q1 		$470K Sell
5,124
-15,294
-75% -$1.4M ﹤0.01% 1433
2022
Q4 		$1.85M Buy
20,418
+210
+1% +$19K 0.01% 856
2022
Q3 		$1.79M Sell
20,208
-10,031
-33% -$910K 0.01% 799
2022
Q2 		$2.73M Sell
30,239
-5,236
-15% -$480K 0.02% 631
2022
Q1 		$3.32M Sell
35,475
-19,811
-36% -$1.85M 0.02% 593
2021
Q4 		$5.29M Buy
55,286
+27,720
+101% +$2.66M 0.04% 422
2021
Q3 		$2.64M Buy
27,566
+12,083
+78% +$1.16M 0.02% 621
2021
Q2 		$1.49M Buy
15,483
+511
+3% +$49K 0.01% 838
2021
Q1 		$1.45M Buy
14,972
+110
+0.7% +$10.5K 0.01% 775
2020
Q4 		$1.42M Buy
14,862
+6,748
+83% +$631K 0.02% 699
2020
Q3 		$741K Buy
8,114
+112
+1% +$10.2K 0.01% 890
2020
Q2 		$719K Buy
+8,002
New +$700K 0.01% 854

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MML Investors Services's LQDH Position: Q1 2026 in Review

MML Investors Services reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 63% in Q1 2026, selling an estimated $9.78M and leaving 62,678 shares worth $5.79M. The position accounts for 0.02% of the portfolio, ranked #748.

MML Investors Services first reported a position in LQDH in Q2 2020 and has held it in 24 quarters since. The position peaked at $15.7M in Q4 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • MML Investors Services held 62,678 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $5.79M as of Q1 2026.
  • MML Investors Services sold 105,153 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $9.78M.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.02% of MML Investors Services's portfolio in Q1 2026, its #748 holding.
  • MML Investors Services first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • MML Investors Services's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $15.7M in Q4 2025.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.