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

Stifel Financial’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 		– Sell
-2,195
Closed -$203K – 3768
2026
Q1 		$203K Sell
2,195
-13,176
-86% -$1.22M ﹤0.01% 3424
2025
Q4 		$1.43M Hold
15,371
– – ﹤0.01% 2187
2025
Q3 		$1.44M Buy
15,371
+82
+0.5% +$7.61K ﹤0.01% 2147
2025
Q2 		$1.41M Buy
+15,289
New +$1.4M ﹤0.01% 2084
2022
Q3 		– Sell
-28,016
Closed -$2.53M – 3348
2022
Q2 		$2.53M Sell
28,016
-16,939
-38% -$1.55M ﹤0.01% 1355
2022
Q1 		$4.21M Buy
44,955
+3,295
+8% +$308K 0.01% 1155
2021
Q4 		$3.99M Buy
41,660
+20,462
+97% +$1.96M 0.01% 1196
2021
Q3 		$2.03M Sell
21,198
-1,748
-8% -$168K ﹤0.01% 1564
2021
Q2 		$2.21M Sell
22,946
-20,257
-47% -$1.94M ﹤0.01% 1539
2021
Q1 		$4.17M Buy
43,203
+14,243
+49% +$1.36M 0.01% 1055
2020
Q4 		$2.77M Buy
28,960
+580
+2% +$54.3K ﹤0.01% 1187
2020
Q3 		$2.59M Buy
28,380
+43
+0.2% +$3.93K 0.01% 1086
2020
Q2 		$2.55M Buy
+28,337
New +$2.48M 0.01% 1030
2019
Q2 		– Sell
-3,139
Closed -$295K – 3012
2019
Q1 		$295K Sell
3,139
-635
-17% -$59K ﹤0.01% 2376
2018
Q4 		$344K Sell
3,774
-1,526
-29% -$144K ﹤0.01% 2155
2018
Q3 		$516K Sell
5,300
-604
-10% -$58.3K ﹤0.01% 2076
2018
Q2 		$562K Buy
+5,904
New +$569K ﹤0.01% 1965

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HWMG
Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Stifel Financial's LQDH Position: Q2 2026 in Review

Stifel Financial sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2026, closing a stake of 2,195 shares — an estimated $203K sold.

Stifel Financial first reported a position in LQDH in Q2 2018 and held it in 17 quarters. The position peaked at $4.21M in Q1 2022. 97 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

  • Stifel Financial reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Stifel Financial sold 2,195 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $203K.
  • Stifel Financial first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2018 and held it in 17 quarters.
  • Stifel Financial's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $4.21M in Q1 2022.
  • 97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.