Aquire Wealth Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Aquire Wealth 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
2025 Q2	–	Sell	-7,121	Closed	-$657K	–	49
2025 Q1	$657K	Sell	7,121 -4,796	-40%	-$446K	0.2%	27
2024 Q4	$1.11M	Sell	11,917 -1,170	-9%	-$109K	0.34%	24
2024 Q3	$1.22M	Buy	13,087 +377	+3%	+$34.9K	0.38%	24
2024 Q2	$1.18M	Hold	12,710	–	–	0.4%	24
2024 Q1	$1.2M	Buy	12,710 +106	+0.8%	+$9.92K	0.42%	24
2023 Q4	$1.17M	Hold	12,604	–	–	0.45%	23
2023 Q3	$1.17M	Hold	12,604	–	–	0.49%	23
2023 Q2	$1.17M	Buy	12,604 +80	+0.6%	+$7.31K	0.47%	23
2023 Q1	$1.15M	Hold	12,524	–	–	0.5%	24
2022 Q4	$1.13M	Hold	12,524	–	–	0.56%	24
2022 Q3	$1.11M	Buy	12,524 +33	+0.3%	+$2.99K	0.65%	25
2022 Q2	$1.13M	Sell	12,491 -1,016	-8%	-$93.1K	0.66%	24
2022 Q1	$1.26M	Hold	13,507	–	–	0.67%	24
2021 Q4	$1.29M	Buy	+13,507	New	+$1.3M	0.68%	25

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Aquire Wealth Advisors's LQDH Position: Q2 2025 in Review

Aquire Wealth Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2025, closing a stake of 7,121 shares — an estimated $657K sold.

Aquire Wealth Advisors first reported a position in LQDH in Q4 2021 and held it in 14 quarters. The position peaked at $1.29M in Q4 2021. 104 funds tracked by Wall St. Rank hold LQDH as of Q2 2025.

Aquire Wealth Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Aquire Wealth Advisors sold 7,121 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2025, an estimated $657K.
Aquire Wealth Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2021 and held it in 14 quarters.
Aquire Wealth Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.29M in Q4 2021.
104 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2025.

Based on Aquire Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.