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

Truist 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	$1.67M	Buy	17,973 +2,324	+15%	+$216K	﹤0.01%	1481
2026 Q1	$1.45M	Sell	15,649 -914	-6%	-$85K	﹤0.01%	1500
2025 Q4	$1.55M	Buy	16,563 +803	+5%	+$74.9K	﹤0.01%	1445
2025 Q3	$1.47M	Buy	15,760 +1,644	+12%	+$153K	﹤0.01%	1492
2025 Q2	$1.3M	Sell	14,116 -381	-3%	-$34.8K	﹤0.01%	1473
2025 Q1	$1.34M	Buy	14,497 +2,172	+18%	+$202K	﹤0.01%	1404
2024 Q4	$1.14M	Buy	12,325 +1,417	+13%	+$132K	﹤0.01%	1488
2024 Q3	$1.02M	Buy	10,908 +99	+0.9%	+$9.16K	﹤0.01%	1515
2024 Q2	$1M	Buy	+10,809	New	+$1.01M	﹤0.01%	1610

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

Truist Financial's LQDH Position: Q2 2026 in Review

Truist Financial increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 15% in Q2 2026, buying an estimated $216K and bringing the position to 17,973 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Truist Financial first reported a position in LQDH in Q2 2024 and has held it in 9 quarters since. 96 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Truist Financial held 17,973 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $1.67M as of Q2 2026.
Truist Financial bought 2,324 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $216K.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1481 holding.
Truist Financial first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
96 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.