Advisory Services Network’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Advisory Services Network’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	$12.7K	Sell	137 -5,137	-97%	-$478K	﹤0.01%	3441
2025 Q4	$492K	Buy	5,274 +99	+2%	+$9.23K	0.01%	1221
2025 Q3	$484K	Sell	5,175 -126	-2%	-$11.7K	0.01%	1210
2025 Q2	$493K	Sell	5,301 -1,817	-26%	-$166K	0.01%	1162
2025 Q1	$657K	Buy	+7,118	New	+$663K	0.01%	932
2024 Q1	–	Sell	-86	Closed	-$8.01K	–	2723
2023 Q4	$8.01K	Buy	+86	New	+$7.97K	﹤0.01%	2951
2023 Q2	–	Sell	-350	Closed	-$32.1K	–	2695
2023 Q1	$32.1K	Sell	350 -3,159	-90%	-$290K	﹤0.01%	2252
2022 Q4	$318K	Sell	3,509 -6,458	-65%	-$583K	0.01%	1057
2022 Q3	$884K	Buy	9,967 +3,093	+45%	+$280K	0.03%	584
2022 Q2	$621K	Buy	6,874 +3,196	+87%	+$293K	0.02%	739
2022 Q1	$344K	Sell	3,678 -19,998	-84%	-$1.87M	0.01%	1077
2021 Q4	$2.27M	Buy	23,676 +20,267	+595%	+$1.94M	0.07%	362
2021 Q3	$327K	Buy	3,409 +70	+2%	+$6.71K	0.01%	1049
2021 Q2	$322K	Buy	+3,339	New	+$320K	0.01%	1054
2021 Q1	–	Sell	-338	Closed	-$32K	–	2264
2020 Q4	$32K	Sell	338 -45	-12%	-$4.21K	﹤0.01%	1907
2020 Q3	$35K	Buy	+383	New	+$35K	﹤0.01%	1765
2020 Q2	–	Sell	-718	Closed	-$60K	–	2019
2020 Q1	$60K	Sell	718 -54	-7%	-$4.91K	﹤0.01%	1296
2019 Q4	$74K	Buy	772 +600	+349%	+$56.5K	﹤0.01%	1302
2019 Q3	$16K	Hold	172	–	–	﹤0.01%	1925
2019 Q2	$16K	Buy	+172	New	+$16.1K	﹤0.01%	1923

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

Advisory Services Network's LQDH Position: Q1 2026 in Review

Advisory Services Network reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 97% in Q1 2026, selling an estimated $478K and leaving 137 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3441.

Advisory Services Network first reported a position in LQDH in Q2 2019 and has held it in 20 quarters since. The position peaked at $2.27M in Q4 2021. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Advisory Services Network held 137 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $12.7K as of Q1 2026.
Advisory Services Network sold 5,137 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $478K.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3441 holding.
Advisory Services Network first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2019 and has held it in 20 quarters since.
Advisory Services Network's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $2.27M in Q4 2021.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.