Signature Equity Partners’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Signature Equity Partners’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	$61.7K	Buy	662 +171	+35%	+$15.9K	0.03%	381
2026 Q1	$45.3K	Buy	491 +181	+58%	+$16.8K	0.02%	435
2025 Q4	$28.9K	Buy	+310	New	+$28.9K	0.02%	543

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

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 Chicago, Illinois $424B AUM 22.9% 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

Signature Equity Partners's LQDH Position: Q2 2026 in Review

Signature Equity Partners increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 35% in Q2 2026, buying an estimated $15.9K and bringing the position to 662 shares worth $61.7K. The position accounts for 0.03% of the portfolio, ranked #381.

Signature Equity Partners first reported a position in LQDH in Q4 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Signature Equity Partners held 662 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $61.7K as of Q2 2026.
Signature Equity Partners bought 171 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $15.9K.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.03% of Signature Equity Partners's portfolio in Q2 2026, its #381 holding.
Signature Equity Partners first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
96 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.