Oppenheimer & Co’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Oppenheimer & Co’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	$490K	Buy	5,304 +821	+18%	+$76.3K	0.01%	1197
2025 Q4	$418K	Buy	4,483 +2,188	+95%	+$204K	0.01%	1143
2025 Q3	$215K	Buy	+2,295	New	+$213K	﹤0.01%	1513

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

Oppenheimer & Co's LQDH Position: Q1 2026 in Review

Oppenheimer & Co increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 18% in Q1 2026, buying an estimated $76.3K and bringing the position to 5,304 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #1197.

Oppenheimer & Co first reported a position in LQDH in Q3 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Oppenheimer & Co held 5,304 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $490K as of Q1 2026.
Oppenheimer & Co bought 821 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $76.3K.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1197 holding.
Oppenheimer & Co first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.