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 Q2	$510K	Buy	5,471 +167	+3%	+$15.5K	0.01%	1249
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 $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

Oppenheimer & Co's LQDH Position: Q2 2026 in Review

Oppenheimer & Co increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 3.1% in Q2 2026, buying an estimated $15.5K and bringing the position to 5,471 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #1249.

Oppenheimer & Co first reported a position in LQDH in Q3 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Oppenheimer & Co held 5,471 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $510K as of Q2 2026.
Oppenheimer & Co bought 167 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $15.5K.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1249 holding.
Oppenheimer & Co first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.