MTM Financial Group’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

MTM Financial Group’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	$281K	Sell	3,016 -3,009	-50%	-$280K	0.12%	78
2026 Q1	$556K	Sell	6,025 -758	-11%	-$70.5K	0.26%	52
2025 Q4	$633K	Sell	6,783 -572	-8%	-$53.3K	0.3%	49
2025 Q3	$688K	Sell	7,355 -13,770	-65%	-$1.28M	0.34%	48
2025 Q2	$1.95M	Buy	21,125 +17,523	+486%	+$1.6M	1.06%	25
2025 Q1	$332K	Buy	+3,602	New	+$335K	0.19%	59

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

MTM Financial Group's LQDH Position: Q2 2026 in Review

MTM Financial Group reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 50% in Q2 2026, selling an estimated $280K and leaving 3,016 shares worth $281K. The position accounts for 0.12% of the portfolio, ranked #78.

MTM Financial Group first reported a position in LQDH in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.95M in Q2 2025. 97 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

MTM Financial Group held 3,016 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $281K as of Q2 2026.
MTM Financial Group sold 3,009 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $280K.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.12% of MTM Financial Group's portfolio in Q2 2026, its #78 holding.
MTM Financial Group first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
MTM Financial Group's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.95M in Q2 2025.
97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.