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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
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

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Diversify Advisory Services's LQDH Position: Q1 2026 in Review

Diversify Advisory Services sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2026, closing a stake of 2,345 shares — an estimated $220K sold.

Diversify Advisory Services first reported a position in LQDH in Q2 2025 and held it in 3 quarters. The position peaked at $237K in Q3 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • Diversify Advisory Services reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 2,345 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $220K.
  • Diversify Advisory Services first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2025 and held it in 3 quarters.
  • Diversify Advisory Services's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $237K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.