SteelPeak Wealth’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

SteelPeak Wealth’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 Q3	–	Sell	-2,419	Closed	-$224K	–	628
2025 Q2	$224K	Buy	+2,419	New	+$221K	0.01%	477
2022 Q2	–	Sell	-2,490	Closed	-$233K	–	445
2022 Q1	$233K	Buy	+2,490	New	+$233K	0.01%	377
2021 Q1	–	Sell	-2,148	Closed	-$205K	–	392
2020 Q4	$205K	Buy	+2,148	New	+$201K	0.02%	302
2020 Q3	–	Sell	-2,779	Closed	-$250K	–	314
2020 Q2	$250K	Buy	+2,779	New	+$243K	0.03%	212

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

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 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

SteelPeak Wealth's LQDH Position: Q3 2025 in Review

SteelPeak Wealth sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2025, closing a stake of 2,419 shares — an estimated $224K sold.

SteelPeak Wealth first reported a position in LQDH in Q2 2020 and held it in 4 quarters. The position peaked at $250K in Q2 2020. 102 funds tracked by Wall St. Rank hold LQDH as of Q3 2025.

SteelPeak Wealth reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
SteelPeak Wealth sold 2,419 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2025, an estimated $224K.
SteelPeak Wealth first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2020 and held it in 4 quarters.
SteelPeak Wealth's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $250K in Q2 2020.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2025.

Based on SteelPeak Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.