PAG
LQDH icon

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
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 $3.85B AUM 13% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
HWMG
Harbour Wealth Management Group Daniel Island, South Carolina $133M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Private Advisor Group's LQDH Position: Q1 2026 in Review

Private Advisor Group increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 14% in Q1 2026, buying an estimated $31.2K and bringing the position to 2,766 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2309.

Private Advisor Group first reported a position in LQDH in Q1 2019 and has held it in 18 quarters since. The position peaked at $385K in Q4 2023. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • Private Advisor Group held 2,766 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $255K as of Q1 2026.
  • Private Advisor Group bought 336 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $31.2K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2309 holding.
  • Private Advisor Group first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2019 and has held it in 18 quarters since.
  • Private Advisor Group's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $385K in Q4 2023.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.