Diversify Advisory Services’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Diversify Advisory Services’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 Q3	$246K	Buy	2,658 +14	+0.5%	+$1.3K	﹤0.01%	1155
2026 Q2	$244K	Buy	+2,644	New	+$246K	﹤0.01%	1133
2026 Q1	–	Sell	-2,345	Closed	-$220K	–	593
2025 Q4	$220K	Sell	2,345 -194	-8%	-$18.1K	0.01%	840
2025 Q3	$237K	Buy	2,539 +352	+16%	+$32.7K	0.01%	797
2025 Q2	$203K	Buy	+2,187	New	+$200K	0.01%	794

Other funds holding LQDH

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services's LQDH Position: Q3 2026 in Review

Diversify Advisory Services increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 0.53% in Q3 2026, buying an estimated $1.3K and bringing the position to 2,658 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Diversify Advisory Services first reported a position in LQDH in Q2 2025 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold LQDH as of Q3 2026.

Diversify Advisory Services held 2,658 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $246K as of Q3 2026.
Diversify Advisory Services bought 14 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2026, an estimated $1.3K.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1155 holding.
Diversify Advisory Services first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
22 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.