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Private Advisor Group’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Private Advisor Group’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 		$253K Sell
2,716
-50
-2% -$4.65K ﹤0.01% 2212
2026
Q1 		$255K Buy
2,766
+336
+14% +$31.2K ﹤0.01% 2309
2025
Q4 		$227K Sell
2,430
-88
-3% -$8.2K ﹤0.01% 2323
2025
Q3 		$236K Hold
2,518
– – ﹤0.01% 2238
2025
Q2 		$233K Buy
+2,518
New +$230K ﹤0.01% 2134
2024
Q3 		– Sell
-3,210
Closed -$298K – 2474
2024
Q2 		$298K Sell
3,210
-49
-2% -$4.59K ﹤0.01% 1886
2024
Q1 		$306K Sell
3,259
-872
-21% -$81.6K ﹤0.01% 1816
2023
Q4 		$385K Buy
4,131
+97
+2% +$8.99K ﹤0.01% 1628
2023
Q3 		$373K Buy
4,034
+1,241
+44% +$115K ﹤0.01% 1514
2023
Q2 		$260K Sell
2,793
-66
-2% -$6.03K ﹤0.01% 1712
2023
Q1 		$262K Buy
+2,859
New +$262K ﹤0.01% 1647
2022
Q4 		– Sell
-2,898
Closed -$257K – 1845
2022
Q3 		$257K Hold
2,898
– – ﹤0.01% 1555
2022
Q2 		$262K Sell
2,898
-16
-0.5% -$1.47K ﹤0.01% 1710
2022
Q1 		$273K Buy
+2,914
New +$272K ﹤0.01% 1725
2020
Q3 		– Sell
-683
Closed -$61K – 2646
2020
Q2 		$61K Buy
+683
New +$59.8K ﹤0.01% 1988
2020
Q1 		– Sell
-3,230
Closed -$311K – 1559
2019
Q4 		$311K Sell
3,230
-216
-6% -$20.4K ﹤0.01% 1259
2019
Q3 		$320K Sell
3,446
-50
-1% -$4.65K 0.01% 1264
2019
Q2 		$329K Sell
3,496
-142
-4% -$13.3K 0.01% 1234
2019
Q1 		$340K Buy
+3,638
New +$338K 0.01% 1135

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

Private Advisor Group's LQDH Position: Q2 2026 in Review

Private Advisor Group reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 1.8% in Q2 2026, selling an estimated $4.65K and leaving 2,716 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

Private Advisor Group first reported a position in LQDH in Q1 2019 and has held it in 19 quarters since. The position peaked at $385K in Q4 2023. 96 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

  • Private Advisor Group held 2,716 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $253K as of Q2 2026.
  • Private Advisor Group sold 50 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $4.65K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2212 holding.
  • Private Advisor Group first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2019 and has held it in 19 quarters since.
  • Private Advisor Group's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $385K in Q4 2023.
  • 96 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.