North Star Investment Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

North Star Investment Management’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	$15.4K	Hold	167	–	–	﹤0.01%	940
2025 Q4	$15.6K	Buy	+167	New	+$15.6K	﹤0.01%	875

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

North Star Investment Management's LQDH Position: Q1 2026 in Review

North Star Investment Management held its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) position steady in Q1 2026 at 167 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

North Star Investment Management first reported a position in LQDH in Q4 2025 and has held it in 2 quarters since. The position peaked at $15.6K in Q4 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

North Star Investment Management held 167 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $15.4K as of Q1 2026.
North Star Investment Management left its iShares Interest Rate Hedged Corporate Bond ETF share count unchanged in Q1 2026.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #940 holding.
North Star Investment Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
North Star Investment Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $15.6K in Q4 2025.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.