Capital Square’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Capital Square’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	$211K	Buy	+2,280	New	+$212K	0.09%	219

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

Capital Square's LQDH Position: Q2 2026 in Review

Capital Square opened a new position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2026: 2,280 shares worth $211K. The stake represents 0.09% of the portfolio and ranks #219 among its holdings.

97 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Capital Square held 2,280 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $211K as of Q2 2026.
iShares Interest Rate Hedged Corporate Bond ETF was a new Capital Square position in Q2 2026.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.09% of Capital Square's portfolio in Q2 2026, its #219 holding.
97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.