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

Creative Planning’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	$249K	Buy	+2,697	New	+$251K	﹤0.01%	3570
2025 Q1	–	Sell	-2,647	Closed	-$245K	–	3619
2024 Q4	$245K	Buy	+2,647	New	+$247K	﹤0.01%	2826
2022 Q4	–	Sell	-2,701	Closed	-$240K	–	2561
2022 Q3	$240K	Sell	2,701 -1,515	-36%	-$137K	﹤0.01%	1784
2022 Q2	$381K	Buy	4,216 +958	+29%	+$87.8K	﹤0.01%	1460
2022 Q1	$305K	Sell	3,258 -1,564	-32%	-$146K	﹤0.01%	1630
2021 Q4	$462K	Sell	4,822 -3,311	-41%	-$318K	﹤0.01%	1354
2021 Q3	$779K	Sell	8,133 -7,420	-48%	-$711K	﹤0.01%	1068
2021 Q2	$1.5M	Sell	15,553 -11,430	-42%	-$1.1M	﹤0.01%	782
2021 Q1	$2.6M	Sell	26,983 -14,261	-35%	-$1.36M	0.01%	616
2020 Q4	$3.94M	Buy	+41,244	New	+$3.86M	0.01%	434
2017 Q2	–	Sell	-6	Closed	-$1K	–	4736
2017 Q1	$1K	Buy	+6	New	+$566	﹤0.01%	4462

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

Creative Planning's LQDH Position: Q1 2026 in Review

Creative Planning opened a new position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2026: 2,697 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #3570 among its holdings. This is a return to the name: Creative Planning previously reported a position in LQDH as recently as Q4 2024.

Creative Planning first reported a position in LQDH in Q1 2017 and has held it in 11 quarters since. The position peaked at $3.94M in Q4 2020. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Creative Planning held 2,697 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $249K as of Q1 2026.
iShares Interest Rate Hedged Corporate Bond ETF was a new Creative Planning position in Q1 2026.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3570 holding.
Creative Planning first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2017 and has held it in 11 quarters since.
Creative Planning's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $3.94M in Q4 2020.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.