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 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 $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

Aptus Capital Advisors's LQDH Position: Q1 2026 in Review

Aptus Capital Advisors opened a new position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2026: 34 shares worth $3.14K. The stake represents ﹤0.01% of the portfolio and ranks #1597 among its holdings. This is a return to the name: Aptus Capital Advisors previously reported a position in LQDH as recently as Q3 2025.

Aptus Capital Advisors first reported a position in LQDH in Q1 2024 and has held it in 5 quarters since. The position peaked at $3.2K in Q1 2024. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Aptus Capital Advisors held 34 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $3.14K as of Q1 2026.
iShares Interest Rate Hedged Corporate Bond ETF was a new Aptus Capital Advisors position in Q1 2026.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1597 holding.
Aptus Capital Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2024 and has held it in 5 quarters since.
Aptus Capital Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $3.2K in Q1 2024.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.