Able Wealth Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Able Wealth Management’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 Q3	–	Sell	-2,359	Closed	-$220K	–	219
2026 Q2	$220K	Sell	2,359 -5,794	-71%	-$539K	0.05%	140
2026 Q1	$753K	Sell	8,153 -7,631	-48%	-$709K	0.2%	71
2025 Q4	$1.47M	Buy	15,784 +154	+1%	+$14.4K	0.47%	41
2025 Q3	$1.46M	Buy	15,630 +1,789	+13%	+$166K	0.55%	43
2025 Q2	$1.28M	Buy	13,841 +2,126	+18%	+$194K	0.64%	38
2025 Q1	$1.08M	Buy	11,715 +993	+9%	+$92.4K	0.64%	40
2024 Q4	$994K	Sell	10,722 -510	-5%	-$47.5K	0.65%	39
2024 Q3	$1.05M	Sell	11,232 -293	-3%	-$27.1K	0.79%	30
2024 Q2	$1.07M	Buy	11,525 +1,385	+14%	+$130K	0.88%	28
2024 Q1	$954K	Buy	10,140 +1,692	+20%	+$158K	0.83%	28
2023 Q4	$786K	Buy	+8,448	New	+$783K	0.71%	29

Other funds holding LQDH

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Able Wealth Management's LQDH Position: Q3 2026 in Review

Able Wealth Management sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2026, closing a stake of 2,359 shares — an estimated $220K sold.

Able Wealth Management first reported a position in LQDH in Q4 2023 and held it in 11 quarters. The position peaked at $1.47M in Q4 2025. 28 funds tracked by Wall St. Rank hold LQDH as of Q3 2026.

Able Wealth Management reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Able Wealth Management sold 2,359 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2026, an estimated $220K.
Able Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2023 and held it in 11 quarters.
Able Wealth Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.47M in Q4 2025.
28 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.