Northwestern Mutual Wealth Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Northwestern Mutual Wealth 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	$2.49M	Buy	26,989 +2,631	+11%	+$245K	﹤0.01%	1029
2025 Q4	$2.27M	Buy	24,358 +13,278	+120%	+$1.24M	﹤0.01%	1018
2025 Q3	$1.04M	Buy	+11,080	New	+$1.03M	﹤0.01%	1219
2025 Q1	–	Sell	-26	Closed	-$2.41K	–	3824
2024 Q4	$2.41K	Sell	26 -26	-50%	-$2.42K	﹤0.01%	3140
2024 Q3	$4.84K	Buy	+52	New	+$4.81K	﹤0.01%	2915
2024 Q1	–	Sell	-52	Closed	-$4.84K	–	3706
2023 Q4	$4.84K	Buy	+52	New	+$4.82K	﹤0.01%	2868
2023 Q3	–	Sell	-658	Closed	-$61.2K	–	3441
2023 Q2	$61.2K	Buy	658 +645	+4,962%	+$59K	﹤0.01%	1908
2023 Q1	$1.19K	Buy	+13	New	+$1.19K	﹤0.01%	3000
2022 Q1	–	Sell	-141	Closed	-$13K	–	3278
2021 Q4	$13K	Sell	141 -187	-57%	-$17.9K	﹤0.01%	2478
2021 Q3	$31K	Hold	328	–	–	﹤0.01%	2061
2021 Q2	$32K	Buy	+328	New	+$31.5K	﹤0.01%	2007
2020 Q3	–	Sell	-185	Closed	-$17K	–	2617
2020 Q2	$17K	Buy	+185	New	+$16.2K	﹤0.01%	1767
2018 Q4	–	Sell	-66	Closed	-$6K	–	2535
2018 Q3	$6K	Hold	66	–	–	﹤0.01%	2060
2018 Q2	$6K	Buy	+66	New	+$6.36K	﹤0.01%	1979

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 $1.37B 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 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

Northwestern Mutual Wealth Management's LQDH Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 11% in Q1 2026, buying an estimated $245K and bringing the position to 26,989 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Northwestern Mutual Wealth Management first reported a position in LQDH in Q2 2018 and has held it in 14 quarters since. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Northwestern Mutual Wealth Management held 26,989 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $2.49M as of Q1 2026.
Northwestern Mutual Wealth Management bought 2,631 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $245K.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1029 holding.
Northwestern Mutual Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2018 and has held it in 14 quarters since.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.