Advisornet Financial’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Advisornet Financial’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 Q1	$185K	Sell	2,008 -934	-32%	-$86.8K	0.01%	636
2025 Q4	$275K	Sell	2,942 -46,781	-94%	-$4.36M	0.01%	518
2025 Q3	$4.65M	Buy	49,723 +13,560	+37%	+$1.26M	0.26%	78
2025 Q2	$3.34M	Buy	36,163 +9,860	+37%	+$901K	0.22%	99
2025 Q1	$2.43M	Buy	+26,303	New	+$2.45M	0.18%	122
2022 Q3	–	Sell	-49	Closed	-$4K	–	1961
2022 Q2	$4K	Sell	49 -110	-69%	-$10.1K	﹤0.01%	1558
2022 Q1	$15K	Hold	159	–	–	﹤0.01%	1327
2021 Q4	$15K	Hold	159	–	–	﹤0.01%	1372
2021 Q3	$15K	Buy	+159	New	+$15.2K	﹤0.01%	1340

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $133M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Advisornet Financial's LQDH Position: Q1 2026 in Review

Advisornet Financial reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 32% in Q1 2026, selling an estimated $86.8K and leaving 2,008 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #636.

Advisornet Financial first reported a position in LQDH in Q3 2021 and has held it in 9 quarters since. The position peaked at $4.65M in Q3 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Advisornet Financial held 2,008 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $185K as of Q1 2026.
Advisornet Financial sold 934 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $86.8K.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #636 holding.
Advisornet Financial first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2021 and has held it in 9 quarters since.
Advisornet Financial's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $4.65M in Q3 2025.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.