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Stratos Investment Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Stratos Investment 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
2026
Q2 		$1.01M Buy
10,806
+1,069
+11% +$99.4K 0.04% 185
2026
Q1 		$899K Buy
9,737
+819
+9% +$76.1K 0.04% 190
2025
Q4 		$833K Sell
8,918
-21
-0.2% -$1.96K 0.03% 187
2025
Q3 		$836K Buy
+8,939
New +$830K 0.03% 189

Other funds holding LQDH

Destination Wealth Management
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 22.9% 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

Stratos Investment Management's LQDH Position: Q2 2026 in Review

Stratos Investment Management increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 11% in Q2 2026, buying an estimated $99.4K and bringing the position to 10,806 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #185.

Stratos Investment Management first reported a position in LQDH in Q3 2025 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

  • Stratos Investment Management held 10,806 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $1.01M as of Q2 2026.
  • Stratos Investment Management bought 1,069 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $99.4K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.04% of Stratos Investment Management's portfolio in Q2 2026, its #185 holding.
  • Stratos Investment Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 96 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.