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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
Q2 		$543K Buy
5,835
+1,077
+23% +$100K 0.08% 126
2026
Q1 		$439K Buy
+4,758
New +$442K 0.07% 136

Other funds holding LQDH

Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HWMG
Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s LQDH Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 23% in Q2 2026, buying an estimated $100K and bringing the position to 5,835 shares worth $543K. The position accounts for 0.08% of the portfolio, ranked #126.

P.J. Schmidt Investment Management (PJS) first reported a position in LQDH in Q1 2026 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 5,835 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $543K as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) bought 1,077 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $100K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.08% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #126 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.