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

Capital Investment Advisory Services’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 		$10.8M Buy
115,582
+1,230
+1% +$114K 0.66% 29
2026
Q1 		$10.6M Buy
114,352
+4,837
+4% +$450K 0.77% 25
2025
Q4 		$10.2M Buy
109,515
+2,071
+2% +$193K 0.72% 29
2025
Q3 		$10.1M Buy
107,444
+5,313
+5% +$493K 0.8% 23
2025
Q2 		$9.44M Buy
102,131
+353
+0.3% +$32.3K 0.77% 23
2025
Q1 		$9.39M Buy
101,778
+1,417
+1% +$132K 0.84% 22
2024
Q4 		$9.31M Sell
100,361
-627
-0.6% -$58.4K 0.9% 22
2024
Q3 		$9.4M Sell
100,988
-39,646
-28% -$3.67M 0.89% 20
2024
Q2 		$13.1M Buy
140,634
+83,086
+144% +$7.78M 1.35% 12
2024
Q1 		$5.41M Buy
57,548
+29,651
+106% +$2.77M 0.58% 31
2023
Q4 		$2.6M Buy
27,897
+1,651
+6% +$153K 0.24% 73
2023
Q3 		$2.43M Buy
26,246
+10,923
+71% +$1.01M 0.24% 73
2023
Q2 		$1.42M Buy
15,323
+2,885
+23% +$264K 0.14% 130
2023
Q1 		$1.14M Sell
12,438
-65
-0.5% -$5.96K 0.13% 150
2022
Q4 		$1.13M Buy
12,503
+2,047
+20% +$185K 0.13% 142
2022
Q3 		$928K Sell
10,456
-4,940
-32% -$448K 0.12% 151
2022
Q2 		$1.39M Buy
15,396
+1,537
+11% +$141K 0.17% 125
2022
Q1 		$1.3M Buy
13,859
+1,118
+9% +$105K 0.14% 138
2021
Q4 		$1.22M Buy
12,741
+1,766
+16% +$169K 0.14% 144
2021
Q3 		$1.05M Buy
+10,975
New +$1.05M 0.13% 154
2020
Q2 		– Sell
-132
Closed -$11K – 600
2020
Q1 		$11K Sell
132
-10,379
-99% -$945K ﹤0.01% 464
2019
Q4 		$1.01M Hold
10,511
– – 0.27% 81
2019
Q3 		$977K Sell
10,511
-864
-8% -$80.4K 0.27% 74
2019
Q2 		$1.07M Buy
11,375
+1,835
+19% +$172K 0.33% 63
2019
Q1 		$892K Sell
9,540
-285
-3% -$26.5K 0.33% 54
2018
Q4 		$891K Buy
9,825
+7,446
+313% +$704K 0.38% 53
2018
Q3 		$231K Buy
+2,379
New +$230K 0.11% 193

Other funds holding LQDH

CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Capital Investment Advisory Services's LQDH Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 1.1% in Q2 2026, buying an estimated $114K and bringing the position to 115,582 shares worth $10.8M. The position accounts for 0.66% of the portfolio, ranked #29.

Capital Investment Advisory Services first reported a position in LQDH in Q3 2018 and has held it in 27 quarters since. The position peaked at $13.1M in Q2 2024. 20 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

  • Capital Investment Advisory Services held 115,582 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $10.8M as of Q2 2026.
  • Capital Investment Advisory Services bought 1,230 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $114K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.66% of Capital Investment Advisory Services's portfolio in Q2 2026, its #29 holding.
  • Capital Investment Advisory Services first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2018 and has held it in 27 quarters since.
  • Capital Investment Advisory Services's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $13.1M in Q2 2024.
  • 20 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.