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ORG Partners’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

ORG Partners’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
2025
Q4 		$1.53M Buy
16,395
+16
+0.1% +$1.49K 0.27% 80
2025
Q3 		$1.53M Buy
16,379
+88
+0.5% +$8.17K 0.28% 76
2025
Q2 		$1.51M Buy
16,291
+8,126
+100% +$743K 0.32% 67
2025
Q1 		$753K Buy
+8,165
New +$760K 0.19% 100

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWMG
Harbour Wealth Management Group Daniel Island, South Carolina $133M AUM

ORG Partners's LQDH Position: Q4 2025 in Review

ORG Partners increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 0.1% in Q4 2025, buying an estimated $1.49K and bringing the position to 16,395 shares worth $1.53M. The position accounts for 0.27% of the portfolio, ranked #80.

ORG Partners first reported a position in LQDH in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.53M in Q3 2025. 113 funds tracked by Wall St. Rank hold LQDH as of Q4 2025.

  • ORG Partners held 16,395 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $1.53M as of Q4 2025.
  • ORG Partners bought 16 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2025, an estimated $1.49K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.27% of ORG Partners's portfolio in Q4 2025, its #80 holding.
  • ORG Partners first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • ORG Partners's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.53M in Q3 2025.
  • 113 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.