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 Q2	$271K	Buy	2,906 +209	+8%	+$19.4K	﹤0.01%	3654
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 $4.28B AUM 19.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Creative Planning's LQDH Position: Q2 2026 in Review

Creative Planning increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 7.7% in Q2 2026, buying an estimated $19.4K and bringing the position to 2,906 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #3654.

Creative Planning first reported a position in LQDH in Q1 2017 and has held it in 12 quarters since. The position peaked at $3.94M in Q4 2020. 97 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Creative Planning held 2,906 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $271K as of Q2 2026.
Creative Planning bought 209 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $19.4K.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3654 holding.
Creative Planning first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2017 and has held it in 12 quarters since.
Creative Planning's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $3.94M in Q4 2020.
97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.