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Principal Securities’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Principal Securities’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 		$246K Buy
+2,644
New +$246K ﹤0.01% 1415
2025
Q3 		– Sell
-305
Closed -$28.2K – 3803
2025
Q2 		$28.2K Buy
+305
New +$27.9K ﹤0.01% 2165
2024
Q3 		– Sell
-5
Closed -$465 – 3498
2024
Q2 		$465 Buy
+5
New +$468 ﹤0.01% 3214

Other funds holding LQDH

DWM
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 22.96% 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

Principal Securities's LQDH Position: Q2 2026 in Review

Principal Securities opened a new position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2026: 2,644 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #1415 among its holdings. This is a return to the name: Principal Securities previously reported a position in LQDH as recently as Q2 2025.

Principal Securities first reported a position in LQDH in Q2 2024 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

  • Principal Securities held 2,644 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $246K as of Q2 2026.
  • iShares Interest Rate Hedged Corporate Bond ETF was a new Principal Securities position in Q2 2026.
  • iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1415 holding.
  • Principal Securities first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.