Diversify Wealth Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Diversify Wealth Management’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	$216K	Buy	+2,330	New	+$217K	﹤0.01%	1071

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

Diversify Wealth Management's LQDH Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2026: 2,330 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1071 among its holdings.

102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Diversify Wealth Management held 2,330 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $216K as of Q1 2026.
iShares Interest Rate Hedged Corporate Bond ETF was a new Diversify Wealth Management position in Q1 2026.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1071 holding.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.