Richardson Financial Services’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Richardson Financial Services’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	–	Sell	-6	Closed	-$560	–	642
2025 Q4	$560	Hold	6	–	–	﹤0.01%	587
2025 Q3	$561	Sell	6 -10	-63%	-$929	﹤0.01%	495
2025 Q2	$1.48K	Sell	16 -1	-6%	-$91	﹤0.01%	493
2025 Q1	$1.57K	Buy	17 +1	+6%	+$93	﹤0.01%	488
2024 Q4	$1.49K	Buy	16 +12	+300%	+$1.12K	﹤0.01%	500
2024 Q3	$372	Hold	4	–	–	﹤0.01%	593
2024 Q2	$372	Hold	4	–	–	﹤0.01%	579
2024 Q1	$376	Buy	+4	New	+$374	﹤0.01%	609

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Richardson Financial Services's LQDH Position: Q1 2026 in Review

Richardson Financial Services sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2026, closing a stake of 6 shares — an estimated $560 sold.

Richardson Financial Services first reported a position in LQDH in Q1 2024 and held it in 8 quarters. The position peaked at $1.57K in Q1 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Richardson Financial Services reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Richardson Financial Services sold 6 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $560.
Richardson Financial Services first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2024 and held it in 8 quarters.
Richardson Financial Services's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.57K in Q1 2025.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.