CoreCap Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

CoreCap Advisors’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	$16.3K	Hold	175	–	–	﹤0.01%	1885
2026 Q1	$16.2K	Hold	175	–	–	﹤0.01%	1761
2025 Q4	$16.3K	Hold	175	–	–	﹤0.01%	1763
2025 Q3	$16.4K	Buy	+175	New	+$16.3K	﹤0.01%	1750
2025 Q2	–	Sell	-280	Closed	-$25.8K	–	3038
2025 Q1	$25.8K	Hold	280	–	–	﹤0.01%	1439
2024 Q4	$26K	Hold	280	–	–	﹤0.01%	1442
2024 Q3	$26.1K	Hold	280	–	–	﹤0.01%	1444
2024 Q2	$26K	Sell	280 -20	-7%	-$1.87K	﹤0.01%	820
2024 Q1	$28.3K	Buy	+300	New	+$28.1K	﹤0.01%	1331
2022 Q4	$6.59K	Buy	+72	New	+$6.5K	﹤0.01%	1665
2022 Q3	–	Sell	-75	Closed	-$7K	–	1406
2022 Q2	$7K	Buy	+75	New	+$6.87K	﹤0.01%	1569
2022 Q1	–	Sell	-21	Closed	-$2K	–	1407
2021 Q4	$2K	Buy	+21	New	+$2.02K	﹤0.01%	1967

Other funds holding LQDH

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

CoreCap Advisors's LQDH Position: Q2 2026 in Review

CoreCap Advisors held its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) position steady in Q2 2026 at 175 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

CoreCap Advisors first reported a position in LQDH in Q4 2021 and has held it in 12 quarters since. The position peaked at $28.3K in Q1 2024. 10 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

CoreCap Advisors held 175 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $16.3K as of Q2 2026.
CoreCap Advisors left its iShares Interest Rate Hedged Corporate Bond ETF share count unchanged in Q2 2026.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1885 holding.
CoreCap Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $28.3K in Q1 2024.
10 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.