Beacon Pointe Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Beacon Pointe 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	$991K	Sell	10,639 -3,282	-24%	-$305K	﹤0.01%	1040
2026 Q1	$1.29M	Sell	13,921 -2,150	-13%	-$200K	0.01%	898
2025 Q4	$1.5M	Buy	16,071 +1,359	+9%	+$127K	0.01%	697
2025 Q3	$1.38M	Buy	14,712 +10,582	+256%	+$983K	0.01%	645
2025 Q2	$382K	Buy	4,130 +800	+24%	+$73.1K	﹤0.01%	970
2025 Q1	$307K	Buy	+3,330	New	+$310K	﹤0.01%	1016

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

Beacon Pointe Advisors's LQDH Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 24% in Q2 2026, selling an estimated $305K and leaving 10,639 shares worth $991K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Beacon Pointe Advisors first reported a position in LQDH in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.5M in Q4 2025. 97 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Beacon Pointe Advisors held 10,639 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $991K as of Q2 2026.
Beacon Pointe Advisors sold 3,282 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $305K.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1040 holding.
Beacon Pointe Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Beacon Pointe Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.5M in Q4 2025.
97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.