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

Aptus Capital Advisors’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 Q2	–	Sell	-34	Closed	-$3.14K	–	1824
2026 Q1	$3.14K	Buy	+34	New	+$3.16K	﹤0.01%	1597
2025 Q4	–	Sell	-34	Closed	-$3.18K	–	1708
2025 Q3	$3.18K	Hold	34	–	–	﹤0.01%	1509
2025 Q2	$3.14K	Buy	+34	New	+$3.11K	﹤0.01%	1453
2024 Q4	–	Sell	-34	Closed	-$3.16K	–	1439
2024 Q3	$3.16K	Buy	+34	New	+$3.15K	﹤0.01%	1165
2024 Q2	–	Sell	-34	Closed	-$3.2K	–	1214
2024 Q1	$3.2K	Buy	+34	New	+$3.18K	﹤0.01%	1109

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Aptus Capital Advisors's LQDH Position: Q2 2026 in Review

Aptus Capital Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2026, closing a stake of 34 shares — an estimated $3.14K sold.

Aptus Capital Advisors first reported a position in LQDH in Q1 2024 and held it in 5 quarters. The position peaked at $3.2K in Q1 2024. 97 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Aptus Capital Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Aptus Capital Advisors sold 34 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $3.14K.
Aptus Capital Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2024 and held it in 5 quarters.
Aptus Capital Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $3.2K in Q1 2024.
97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.