P.J. Schmidt Investment Management (PJS)’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$439K	Buy	+4,758	New	+$442K	0.07%	136

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

P.J. Schmidt Investment Management (PJS)'s LQDH Position: Q1 2026 in Review

P.J. Schmidt Investment Management (PJS) opened a new position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2026: 4,758 shares worth $439K. The stake represents 0.07% of the portfolio and ranks #136 among its holdings.

102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

P.J. Schmidt Investment Management (PJS) held 4,758 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $439K as of Q1 2026.
iShares Interest Rate Hedged Corporate Bond ETF was a new P.J. Schmidt Investment Management (PJS) position in Q1 2026.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.07% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #136 holding.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.