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 Q2	$7.07M	Buy	75,945 +13,267	+21%	+$1.23M	0.01%	802
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 $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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

MML Investors Services's LQDH Position: Q2 2026 in Review

MML Investors Services increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 21% in Q2 2026, buying an estimated $1.23M and bringing the position to 75,945 shares worth $7.07M. The position accounts for 0.01% of the portfolio, ranked #802.

MML Investors Services first reported a position in LQDH in Q2 2020 and has held it in 25 quarters since. The position peaked at $15.7M in Q4 2025. 97 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

MML Investors Services held 75,945 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $7.07M as of Q2 2026.
MML Investors Services bought 13,267 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $1.23M.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #802 holding.
MML Investors Services first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
MML Investors Services's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $15.7M in Q4 2025.
97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.