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 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

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Able Wealth Management's LQDH Position: Q2 2026 in Review

Able Wealth Management reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 71% in Q2 2026, selling an estimated $539K and leaving 2,359 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #140.

Able Wealth Management first reported a position in LQDH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q4 2025. 96 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Able Wealth Management held 2,359 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $220K as of Q2 2026.
Able Wealth Management sold 5,794 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $539K.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.05% of Able Wealth Management's portfolio in Q2 2026, its #140 holding.
Able Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Able Wealth Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.47M in Q4 2025.
96 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.