Triumph Capital Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Triumph Capital 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	$5.31K	Hold	57	–	–	﹤0.01%	1331
2026 Q1	$5.26K	Hold	57	–	–	﹤0.01%	1288
2025 Q4	$5.32K	Buy	+57	New	+$5.31K	﹤0.01%	1246
2023 Q2	–	Sell	-4,381	Closed	-$401K	–	239
2023 Q1	$401K	Buy	+4,381	New	+$402K	0.21%	98

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Triumph Capital Management's LQDH Position: Q2 2026 in Review

Triumph Capital Management held its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) position steady in Q2 2026 at 57 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Triumph Capital Management first reported a position in LQDH in Q1 2023 and has held it in 4 quarters since. The position peaked at $401K in Q1 2023. 96 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Triumph Capital Management held 57 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $5.31K as of Q2 2026.
Triumph Capital Management left its iShares Interest Rate Hedged Corporate Bond ETF share count unchanged in Q2 2026.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1331 holding.
Triumph Capital Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2023 and has held it in 4 quarters since.
Triumph Capital Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $401K in Q1 2023.
96 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.