Columbia Advisory Partners’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Columbia Advisory Partners’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 Q1	$1.73M	Sell	18,784 -2,304	-11%	-$214K	1.11%	23
2025 Q4	$1.97M	Sell	21,088 -7,388	-26%	-$689K	1.34%	15
2025 Q3	$2.66M	Sell	28,476 -3,434	-11%	-$319K	1.84%	11
2025 Q2	$2.95M	Sell	31,910 -5,605	-15%	-$512K	2.23%	9
2025 Q1	$3.46M	Buy	37,515 +10,066	+37%	+$937K	3%	7
2024 Q4	$2.55M	Buy	27,449 +5,661	+26%	+$527K	2.37%	8
2024 Q3	$2.03M	Buy	21,788 +6,985	+47%	+$646K	1.92%	10
2024 Q2	$1.38M	Buy	+14,803	New	+$1.39M	1.34%	14

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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

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

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

CIAS

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

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $133M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Columbia Advisory Partners's LQDH Position: Q1 2026 in Review

Columbia Advisory Partners reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 11% in Q1 2026, selling an estimated $214K and leaving 18,784 shares worth $1.73M. The position accounts for 1.11% of the portfolio, ranked #23.

Columbia Advisory Partners first reported a position in LQDH in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.46M in Q1 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Columbia Advisory Partners held 18,784 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $1.73M as of Q1 2026.
Columbia Advisory Partners sold 2,304 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $214K.
iShares Interest Rate Hedged Corporate Bond ETF made up 1.11% of Columbia Advisory Partners's portfolio in Q1 2026, its #23 holding.
Columbia Advisory Partners first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Columbia Advisory Partners's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $3.46M in Q1 2025.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Columbia Advisory Partners's 13F filing for Q1 2026, filed 23 Apr 2026.