AlphaCore Capital’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

AlphaCore Capital’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	$161K	Buy	+1,732	New	+$160K	﹤0.01%	1333
2020 Q2	–	Sell	-6,899	Closed	-$573K	–	204
2020 Q1	$573K	Buy	+6,899	New	+$628K	0.45%	24

Other funds holding LQDH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Synergy Asset Management Vancouver, Washington $1.09B AUM 33.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WJ Wealth Management Glendale, Arizona $246M AUM 20.35% 1-Year Est. Return

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.94% 1-Year Est. Return

AlphaCore Capital's LQDH Position: Q3 2026 in Review

AlphaCore Capital opened a new position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2026: 1,732 shares worth $161K. The stake represents ﹤0.01% of the portfolio and ranks #1333 among its holdings. This is a return to the name: AlphaCore Capital previously reported a position in LQDH as recently as Q1 2020.

AlphaCore Capital first reported a position in LQDH in Q1 2020 and has held it in 2 quarters since. The position peaked at $573K in Q1 2020. 48 funds tracked by Wall St. Rank hold LQDH as of Q3 2026.

AlphaCore Capital held 1,732 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $161K as of Q3 2026.
iShares Interest Rate Hedged Corporate Bond ETF was a new AlphaCore Capital position in Q3 2026.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1333 holding.
AlphaCore Capital first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2020 and has held it in 2 quarters since.
AlphaCore Capital's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $573K in Q1 2020.
48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.