Cadia Private Client’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Cadia Private Client’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	$228K	Buy	2,446 +34	+1%	+$3.16K	0.16%	74
2026 Q1	$223K	Buy	+2,412	New	+$224K	0.18%	71

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

Cadia Private Client's LQDH Position: Q2 2026 in Review

Cadia Private Client increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 1.4% in Q2 2026, buying an estimated $3.16K and bringing the position to 2,446 shares worth $228K. The position accounts for 0.16% of the portfolio, ranked #74.

Cadia Private Client first reported a position in LQDH in Q1 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Cadia Private Client held 2,446 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $228K as of Q2 2026.
Cadia Private Client bought 34 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $3.16K.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.16% of Cadia Private Client's portfolio in Q2 2026, its #74 holding.
Cadia Private Client first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.