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AmeriFlex Group’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

AmeriFlex Group’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 		$9.23K Hold
100
– – ﹤0.01% 738
2025
Q4 		$9.34K Sell
100
-100
-50% -$9.32K ﹤0.01% 728
2025
Q3 		$18.7K Buy
200
+100
+100% +$9.29K 0.01% 657
2025
Q2 		$9.2K Hold
100
– – ﹤0.01% 724
2025
Q1 		$9.23K Hold
100
– – ﹤0.01% 872
2024
Q4 		$9.36K Buy
+100
New +$9.32K ﹤0.01% 792

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

AmeriFlex Group's LQDH Position: Q1 2026 in Review

AmeriFlex Group held its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) position steady in Q1 2026 at 100 shares worth $9.23K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

AmeriFlex Group first reported a position in LQDH in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.7K in Q3 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • AmeriFlex Group held 100 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $9.23K as of Q1 2026.
  • AmeriFlex Group left its iShares Interest Rate Hedged Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #738 holding.
  • AmeriFlex Group first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $18.7K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.