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

MOTCO’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
2025
Q4 		– Sell
-20
Closed -$1.87K – 645
2025
Q3 		$1.87K Buy
+20
New +$1.86K ﹤0.01% 572

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWMG
Harbour Wealth Management Group Daniel Island, South Carolina $133M AUM

MOTCO's LQDH Position: Q4 2025 in Review

MOTCO sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2025, closing a stake of 20 shares — an estimated $1.87K sold.

MOTCO first reported a position in LQDH in Q3 2025 and held it in 1 quarter. The position peaked at $1.87K in Q3 2025. 113 funds tracked by Wall St. Rank hold LQDH as of Q4 2025.

  • MOTCO reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • MOTCO sold 20 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2025, an estimated $1.87K.
  • MOTCO first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • MOTCO's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.87K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2025.

Based on MOTCO's 13F filing for Q4 2025, filed 6 Feb 2026.