LQDH — ISHARES INTERST RATE HDG

Ownership history in ORG Partners LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in ISHARES INTERST RATE HDG (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.

Peak position
0.32% (2025 Q2)
Avg. % of fund
0.26%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 16,395 +16 +0.1% 0.27% $1.5M $92.49
2025 Q3 ADDED 16,379 +88 +0.5% 0.28% $1.5M $90.88
2025 Q2 ADDED 16,291 +8,126 +99.5% 0.32% $1.5M $88.35
2025 Q1 INITIATED 8,165 — — 0.19% $753K $86.80
% 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% Spectrum Planning & Advisory Services Inc. 3Y 0.24%
← Back to ORG Partners LLC Holdings