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 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 $3.85B AUM 13% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Truist Financial's LQDH Position: Q1 2026 in Review

Truist Financial reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 5.5% in Q1 2026, selling an estimated $85K and leaving 15,649 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Truist Financial first reported a position in LQDH in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.55M in Q4 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Truist Financial held 15,649 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $1.45M as of Q1 2026.
Truist Financial sold 914 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $85K.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1500 holding.
Truist Financial first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Truist Financial's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.55M in Q4 2025.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.