Avantax Advisory Services’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$564K Buy
6,104
+771
+14% +$70.5K ﹤0.01% 1513
2025
Q1
$492K Buy
5,333
+195
+4% +$18.2K ﹤0.01% 1511
2024
Q4
$476K Buy
5,138
+193
+4% +$18K ﹤0.01% 1479
2024
Q3
$460K Buy
4,945
+432
+10% +$40K ﹤0.01% 1464
2024
Q2
$419K Sell
4,513
-502
-10% -$47K ﹤0.01% 1478
2024
Q1
$472K Buy
5,015
+1,467
+41% +$137K ﹤0.01% 1068
2023
Q4
$330K Buy
3,548
+71
+2% +$6.58K ﹤0.01% 1192
2023
Q3
$322K Buy
+3,477
New +$323K ﹤0.01% 1157

Other funds holding LQDH

Avantax Advisory Services's LQDH Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 14% in Q2 2025, buying an estimated $70.5K and bringing the position to 6,104 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Avantax Advisory Services first reported a position in LQDH in Q3 2023 and has held it in 8 quarters since. 104 funds tracked by Wall St. Rank hold LQDH as of Q2 2025.

  • Avantax Advisory Services held 6,104 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $564K as of Q2 2025.
  • Avantax Advisory Services bought 771 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2025, an estimated $70.5K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1513 holding.
  • Avantax Advisory Services first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2023 and has held it in 8 quarters since.
  • 104 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.