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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
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 $3.85B AUM 13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Securities's LQDH Position: Q3 2025 in Review

Principal Securities sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2025, closing a stake of 305 shares — an estimated $28.2K sold.

Principal Securities first reported a position in LQDH in Q2 2024 and held it in 2 quarters. The position peaked at $28.2K in Q2 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q3 2025.

  • Principal Securities reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Principal Securities sold 305 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2025, an estimated $28.2K.
  • Principal Securities first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Principal Securities's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $28.2K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.