Centaurus Financial’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Centaurus Financial’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
2025 Q3	–	Sell	-2,368	Closed	-$219K	–	1058
2025 Q2	$219K	Buy	2,368 +17	+0.7%	+$1.55K	0.01%	693
2025 Q1	$217K	Buy	2,351 +785	+50%	+$73.1K	0.01%	655
2024 Q4	$145K	Sell	1,566 -54	-3%	-$5.03K	0.01%	768
2024 Q3	$151K	Buy	1,620 +390	+32%	+$36.1K	0.01%	718
2024 Q2	$114K	Buy	+1,230	New	+$115K	0.01%	751
2018 Q3	–	Sell	-280	Closed	-$27K	–	1397
2018 Q2	$27K	Buy	+280	New	+$27K	﹤0.01%	1151

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Centaurus Financial's LQDH Position: Q3 2025 in Review

Centaurus Financial sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2025, closing a stake of 2,368 shares — an estimated $219K sold.

Centaurus Financial first reported a position in LQDH in Q2 2018 and held it in 6 quarters. The position peaked at $219K in Q2 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q3 2025.

Centaurus Financial reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Centaurus Financial sold 2,368 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2025, an estimated $219K.
Centaurus Financial first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2018 and held it in 6 quarters.
Centaurus Financial's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $219K in Q2 2025.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2025.

Based on Centaurus Financial's 13F filing for Q3 2025, filed 20 Nov 2025.