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

Anfield Capital 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
2025 Q4	–	Sell	-1,304	Closed	-$122K	–	594
2025 Q3	$122K	Hold	1,304	–	–	0.04%	109
2025 Q2	$120K	Buy	1,304 +48	+4%	+$4.39K	0.04%	104
2025 Q1	$116K	Buy	1,256 +359	+40%	+$33.4K	0.04%	94
2024 Q4	$83.2K	Hold	897	–	–	0.03%	111
2024 Q3	$83.5K	Buy	897 +229	+34%	+$21.2K	0.03%	112
2024 Q2	$62.1K	Buy	+668	New	+$62.5K	0.03%	108
2021 Q3	–	Sell	-19	Closed	-$2K	–	200
2021 Q2	$2K	Buy	+19	New	+$1.82K	﹤0.01%	199

Other funds holding LQDH

DWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIAS

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

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

HWMG

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

Anfield Capital Management's LQDH Position: Q4 2025 in Review

Anfield Capital Management sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2025, closing a stake of 1,304 shares — an estimated $122K sold.

Anfield Capital Management first reported a position in LQDH in Q2 2021 and held it in 7 quarters. The position peaked at $122K in Q3 2025. 113 funds tracked by Wall St. Rank hold LQDH as of Q4 2025.

Anfield Capital Management reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Anfield Capital Management sold 1,304 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2025, an estimated $122K.
Anfield Capital Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2021 and held it in 7 quarters.
Anfield Capital Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $122K in Q3 2025.
113 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2025.

Based on Anfield Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.