Smartleaf Asset Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Smartleaf Asset Management’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
2025 Q4	–	Sell	-12	Closed	-$1.12K	–	3530
2025 Q3	$1.12K	Buy	+12	New	+$1.11K	﹤0.01%	2722

Other funds holding LQDH

DWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

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

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $133M AUM

Smartleaf Asset Management's LQDH Position: Q4 2025 in Review

Smartleaf Asset Management sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2025, closing a stake of 12 shares — an estimated $1.12K sold.

Smartleaf Asset Management first reported a position in LQDH in Q3 2025 and held it in 1 quarter. The position peaked at $1.12K in Q3 2025. 113 funds tracked by Wall St. Rank hold LQDH as of Q4 2025.

Smartleaf Asset Management reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Smartleaf Asset Management sold 12 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2025, an estimated $1.12K.
Smartleaf Asset Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
Smartleaf Asset Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.12K in Q3 2025.
113 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2025.

Based on Smartleaf Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.