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Smith, Moore & Co’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Smith, Moore & Co’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
Q1 		– Sell
-2,551
Closed -$237K – 497
2024
Q4 		$237K Buy
+2,551
New +$238K 0.02% 420

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Smith, Moore & Co's LQDH Position: Q1 2025 in Review

Smith, Moore & Co sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2025, closing a stake of 2,551 shares — an estimated $237K sold.

Smith, Moore & Co first reported a position in LQDH in Q4 2024 and held it in 1 quarter. The position peaked at $237K in Q4 2024. 99 funds tracked by Wall St. Rank hold LQDH as of Q1 2025.

  • Smith, Moore & Co reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Smith, Moore & Co sold 2,551 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2025, an estimated $237K.
  • Smith, Moore & Co first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Smith, Moore & Co's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $237K in Q4 2024.
  • 99 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2025.

Based on Smith, Moore & Co's 13F filing for Q1 2025, filed 15 May 2025.