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West Wealth Group’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

West Wealth Group’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 		– Sell
-2,287
Closed -$214K – 137
2025
Q4 		$214K Buy
2,287
+15
+0.7% +$1.4K 0.04% 121
2025
Q3 		$212K Buy
+2,272
New +$211K 0.05% 120

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

West Wealth Group's LQDH Position: Q1 2026 in Review

West Wealth Group sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2026, closing a stake of 2,287 shares — an estimated $214K sold.

West Wealth Group first reported a position in LQDH in Q3 2025 and held it in 2 quarters. The position peaked at $214K in Q4 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • West Wealth Group reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • West Wealth Group sold 2,287 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $214K.
  • West Wealth Group first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • West Wealth Group's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $214K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.