LQDH — ISHARES INTEREST RATE HEDGED CORP ETF

Ownership history in MOTCO  ·  1 quarter on record

This page tracks every 13F SEC filing in which MOTCO reported a position in ISHARES INTEREST RATE HEDGED CORP ETF (LQDH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 20 — — 0.00% $2K $90.88
% of Fund (quarterly)    LQDH price (monthly, adj. close)

Other funds also holding LQDH

As of 2025 Q4 — sorted by position size

Harbour Wealth Management Group, Inc. 7.01% Destination Wealth Management 3Y 7Y 2.18% Leo Wealth, LLC 1.78% COLUMBIA ADVISORY PARTNERS LLC 3Y 1.34% Twelve Points Wealth Management LLC 3Y 1.17% Capital Investment Advisory Services, LLC 3Y 7Y 0.72% Red Wave Investments LLC 3Y 0.62% Able Wealth Management LLC 0.47% Two West Capital Advisors LLC 0.28% ORG Partners LLC 0.27%
← Back to MOTCO Holdings