A detailed history of Milestone Asset Management, LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Milestone Asset Management, LLC holds 11,126 shares of LQDH stock, worth $1.03 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
11,126
Previous 9,131 21.85%
Holding current value
$1.03 Million
Previous $854 Million 21.59%
% of portfolio
0.2%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026

BUY
$92.73 - $93.89 $184,996 - $187,310
1,995 Added 21.85%
11,126 $1.04 Billion
Q3 2025

Oct 15, 2025

BUY
$92.14 - $93.55 $169,169 - $171,757
1,836 Added 25.17%
9,131 $854 Million
Q2 2025

Aug 05, 2025

SELL
$88.49 - $92.4 $35.9 Million - $37.5 Million
-405,543 Reduced 98.23%
7,295 $674 Million
Q1 2025

Apr 09, 2025

BUY
$92.03 - $93.95 $35.1 Million - $35.9 Million
381,744 Added 1227.71%
412,838 $38.1 Billion
Q4 2024

Jan 23, 2025

BUY
$92.58 - $93.71 $2.88 Million - $2.91 Million
31,094 New
31,094 $2.88 Billion

Others Institutions Holding LQDH

About ISHARES U S ETF TR INT RATE HE


  • Ticker LQDH
  • Sector ETFs
  • Industry ETFs
More about LQDH
Track This Portfolio

Track Milestone Asset Management, LLC Portfolio

Follow Milestone Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management, LLC with notifications on news.