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

Creative Financial Designs’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	-161	Closed	-$14.8K	–	2102
2025 Q2	$14.8K	Buy	161 +3	+2%	+$274	﹤0.01%	1222
2025 Q1	$14.6K	Buy	158 +2	+1%	+$186	﹤0.01%	1180
2024 Q4	$14.5K	Buy	156 +3	+2%	+$280	﹤0.01%	1127
2024 Q3	$14.2K	Buy	153 +3	+2%	+$277	﹤0.01%	1102
2024 Q2	$13.9K	Buy	+150	New	+$14K	﹤0.01%	1069

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

Creative Financial Designs's LQDH Position: Q3 2025 in Review

Creative Financial Designs sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2025, closing a stake of 161 shares — an estimated $14.8K sold.

Creative Financial Designs first reported a position in LQDH in Q2 2024 and held it in 5 quarters. The position peaked at $14.8K in Q2 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q3 2025.

Creative Financial Designs reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Creative Financial Designs sold 161 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2025, an estimated $14.8K.
Creative Financial Designs first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2024 and held it in 5 quarters.
Creative Financial Designs's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $14.8K in Q2 2025.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2025.

Based on Creative Financial Designs's 13F filing for Q3 2025, filed 12 Nov 2025.