Morgan Stanley
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Morgan Stanley’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Morgan Stanley’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 		$20.5M Buy
221,719
+122,249
+123% +$11.4M ﹤0.01% 2938
2025
Q4 		$9.29M Buy
99,470
+19,512
+24% +$1.82M ﹤0.01% 3679
2025
Q3 		$7.48M Buy
79,958
+1,955
+3% +$182K ﹤0.01% 3806
2025
Q2 		$7.21M Sell
78,003
-4,751
-6% -$434K ﹤0.01% 3753
2025
Q1 		$7.64M Buy
82,754
+13,380
+19% +$1.25M ﹤0.01% 3569
2024
Q4 		$6.43M Sell
69,374
-16,897
-20% -$1.57M ﹤0.01% 3777
2024
Q3 		$8.03M Buy
86,271
+4,042
+5% +$374K ﹤0.01% 3600
2024
Q2 		$7.64M Buy
82,229
+44,714
+119% +$4.19M ﹤0.01% 3536
2024
Q1 		$3.53M Buy
37,515
+20,689
+123% +$1.94M ﹤0.01% 4190
2023
Q4 		$1.57M Buy
16,826
+12,174
+262% +$1.13M ﹤0.01% 5073
2023
Q3 		$431K Sell
4,652
-7,907
-63% -$734K ﹤0.01% 5235
2023
Q2 		$1.17M Sell
12,559
-4,319
-26% -$395K ﹤0.01% 4747
2023
Q1 		$1.55M Sell
16,878
-11,609
-41% -$1.07M ﹤0.01% 4605
2022
Q4 		$2.58M Sell
28,487
-1,555
-5% -$140K ﹤0.01% 4295
2022
Q3 		$2.67M Sell
30,042
-20,381
-40% -$1.85M ﹤0.01% 4230
2022
Q2 		$4.55M Sell
50,423
-75,951
-60% -$6.96M ﹤0.01% 3851
2022
Q1 		$11.8M Buy
126,374
+54,425
+76% +$5.09M ﹤0.01% 2712
2021
Q4 		$6.89M Buy
71,949
+30,224
+72% +$2.9M ﹤0.01% 3375
2021
Q3 		$4M Buy
41,725
+1,328
+3% +$127K ﹤0.01% 3962
2021
Q2 		$3.89M Buy
40,397
+39,181
+3,222% +$3.76M ﹤0.01% 4042
2021
Q1 		$118K Buy
1,216
+34
+3% +$3.25K ﹤0.01% 5924
2020
Q4 		$113K Sell
1,182
-43
-4% -$4.02K ﹤0.01% 5857
2020
Q3 		$112K Buy
1,225
+725
+145% +$66.3K ﹤0.01% 5378
2020
Q2 		$45K Sell
500
-5,199
-91% -$455K ﹤0.01% 5713
2020
Q1 		$473K Buy
5,699
+5,650
+11,531% +$514K ﹤0.01% 4404
2019
Q4 		$5K Sell
49
-20
-29% -$1.88K ﹤0.01% 6396
2019
Q3 		$6K Buy
+69
New +$6.42K ﹤0.01% 6332
2018
Q4 		– Sell
-497,800
Closed -$48.4M – 6669
2018
Q3 		$48.4M Buy
+497,800
New +$48.1M 0.01% 990
2018
Q2 		– Sell
-284
Closed -$27K – 6712
2018
Q1 		$27K Hold
284
– – ﹤0.01% 6063
2017
Q4 		$28K Buy
284
+34
+14% +$3.28K ﹤0.01% 5986
2017
Q3 		$24K Buy
+250
New +$23.8K ﹤0.01% 5979

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

Morgan Stanley's LQDH Position: Q1 2026 in Review

Morgan Stanley increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 123% in Q1 2026, buying an estimated $11.4M and bringing the position to 221,719 shares worth $20.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2938.

Morgan Stanley first reported a position in LQDH in Q3 2017 and has held it in 31 quarters since. The position peaked at $48.4M in Q3 2018. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • Morgan Stanley held 221,719 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $20.5M as of Q1 2026.
  • Morgan Stanley bought 122,249 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $11.4M.
  • iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2938 holding.
  • Morgan Stanley first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2017 and has held it in 31 quarters since.
  • Morgan Stanley's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $48.4M in Q3 2018.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.