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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
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 $3.85B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
HWMG
Harbour Wealth Management Group Daniel Island, South Carolina $133M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Triumph Capital Management's LQDH Position: Q1 2026 in Review

Triumph Capital Management held its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) position steady in Q1 2026 at 57 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Triumph Capital Management first reported a position in LQDH in Q1 2023 and has held it in 3 quarters since. The position peaked at $401K in Q1 2023. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • Triumph Capital Management held 57 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $5.26K as of Q1 2026.
  • Triumph Capital Management left its iShares Interest Rate Hedged Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q1 2026, its #1288 holding.
  • Triumph Capital Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2023 and has held it in 3 quarters since.
  • Triumph Capital Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $401K in Q1 2023.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.