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

&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
2026 Q2	$1.1M	Buy	+9,962	New	+$927K	﹤0.01%	1354

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

&Partners's LQDH Position: Q2 2026 in Review

&Partners opened a new position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2026: 9,962 shares worth $1.1M. The stake represents ﹤0.01% of the portfolio and ranks #1354 among its holdings.

97 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

&Partners held 9,962 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $1.1M as of Q2 2026.
iShares Interest Rate Hedged Corporate Bond ETF was a new &Partners position in Q2 2026.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1354 holding.
97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.