Sunbelt Securities’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Sunbelt Securities’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	-755	Closed	-$70K	–	2805
2025 Q2	$70K	Hold	755	–	–	0.01%	862
2025 Q1	$69.7K	Hold	755	–	–	0.01%	827
2024 Q4	$70.1K	Hold	755	–	–	0.01%	860
2024 Q3	$70.3K	Hold	755	–	–	0.01%	855
2024 Q2	$70.2K	Hold	755	–	–	0.01%	824
2024 Q1	$71K	Hold	755	–	–	0.01%	791
2023 Q4	$70.3K	Hold	755	–	–	0.01%	749
2023 Q3	$69.9K	Hold	755	–	–	0.01%	734
2023 Q2	$70.2K	Buy	+755	New	+$69K	0.01%	724

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

Sunbelt Securities's LQDH Position: Q3 2025 in Review

Sunbelt Securities sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2025, closing a stake of 755 shares — an estimated $70K sold.

Sunbelt Securities first reported a position in LQDH in Q2 2023 and held it in 9 quarters. The position peaked at $71K in Q1 2024. 102 funds tracked by Wall St. Rank hold LQDH as of Q3 2025.

Sunbelt Securities reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Sunbelt Securities sold 755 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2025, an estimated $70K.
Sunbelt Securities first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2023 and held it in 9 quarters.
Sunbelt Securities's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $71K in Q1 2024.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.