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Cornerstone Planning Group’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Cornerstone Planning Group’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 		$1.02K Buy
+11
New +$1.02K ﹤0.01% 1493

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cornerstone Planning Group's LQDH Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2026: 11 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #1493 among its holdings.

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

  • Cornerstone Planning Group held 11 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $1.02K as of Q2 2026.
  • iShares Interest Rate Hedged Corporate Bond ETF was a new Cornerstone Planning Group position in Q2 2026.
  • iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1493 holding.
  • 97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.