Raymond James Financial’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Raymond James Financial’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	$14.3M	Buy	153,334 +84,932	+124%	+$7.9M	﹤0.01%	1830
2026 Q1	$6.32M	Sell	68,402 -8,047	-11%	-$748K	﹤0.01%	2408
2025 Q4	$7.14M	Buy	76,449 +3,089	+4%	+$288K	﹤0.01%	2240
2025 Q3	$6.86M	Buy	73,360 +37,448	+104%	+$3.48M	﹤0.01%	2223
2025 Q2	$3.32M	Buy	35,912 +4,493	+14%	+$411K	﹤0.01%	2683
2025 Q1	$2.9M	Buy	31,419 +3,419	+12%	+$318K	﹤0.01%	2715
2024 Q4	$2.6M	Buy	+28,000	New	+$2.61M	﹤0.01%	2785

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HWMG

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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Raymond James Financial's LQDH Position: Q2 2026 in Review

Raymond James Financial increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 124% in Q2 2026, buying an estimated $7.9M and bringing the position to 153,334 shares worth $14.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Raymond James Financial first reported a position in LQDH in Q4 2024 and has held it in 7 quarters since. 97 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Raymond James Financial held 153,334 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $14.3M as of Q2 2026.
Raymond James Financial bought 84,932 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $7.9M.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1830 holding.
Raymond James Financial first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.