Prime Capital Investment Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Prime Capital Investment Advisors’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	–	Sell	-40,263	Closed	-$3.76M	–	1088
2025 Q4	$3.76M	Buy	40,263 +6,550	+19%	+$611K	0.05%	244
2025 Q3	$3.15M	Buy	33,713 +1,798	+6%	+$167K	0.04%	272
2025 Q2	$2.95M	Sell	31,915 -6,934	-18%	-$634K	0.04%	274
2025 Q1	$3.58M	Buy	38,849 +3,305	+9%	+$308K	0.04%	276
2024 Q4	$3.3M	Sell	35,544 -418	-1%	-$38.9K	0.05%	244
2024 Q3	$3.35M	Buy	35,962 +3,656	+11%	+$338K	0.05%	250
2024 Q2	$3M	Sell	32,306 -7,873	-20%	-$737K	0.04%	260
2024 Q1	$3.78M	Buy	40,179 +35,905	+840%	+$3.36M	0.05%	236
2023 Q4	$398K	Buy	4,274 +1,501	+54%	+$139K	0.01%	643
2023 Q3	$257K	Buy	+2,773	New	+$257K	0.01%	628

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Prime Capital Investment Advisors's LQDH Position: Q1 2026 in Review

Prime Capital Investment Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2026, closing a stake of 40,263 shares — an estimated $3.76M sold.

Prime Capital Investment Advisors first reported a position in LQDH in Q3 2023 and held it in 10 quarters. The position peaked at $3.78M in Q1 2024. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Prime Capital Investment Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Prime Capital Investment Advisors sold 40,263 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $3.76M.
Prime Capital Investment Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2023 and held it in 10 quarters.
Prime Capital Investment Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $3.78M in Q1 2024.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.