Foundations Investment Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Foundations Investment Advisors’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
2025 Q4	–	Sell	-57,057	Closed	-$5.34M	–	1158
2025 Q3	$5.34M	Buy	57,057 +2,679	+5%	+$249K	0.08%	199
2025 Q2	$5.02M	Sell	54,378 -8,315	-13%	-$760K	0.08%	199
2025 Q1	$5.78M	Buy	62,693 +1,652	+3%	+$154K	0.11%	182
2024 Q4	$5.66M	Buy	61,041 +12,554	+26%	+$1.17M	0.11%	172
2024 Q3	$4.51M	Buy	48,487 +6,154	+15%	+$569K	0.09%	183
2024 Q2	$3.93M	Buy	+42,333	New	+$3.96M	0.1%	170

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $133M AUM

Foundations Investment Advisors's LQDH Position: Q4 2025 in Review

Foundations Investment Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2025, closing a stake of 57,057 shares — an estimated $5.34M sold.

Foundations Investment Advisors first reported a position in LQDH in Q2 2024 and held it in 6 quarters. The position peaked at $5.78M in Q1 2025. 113 funds tracked by Wall St. Rank hold LQDH as of Q4 2025.

Foundations Investment Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Foundations Investment Advisors sold 57,057 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2025, an estimated $5.34M.
Foundations Investment Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2024 and held it in 6 quarters.
Foundations Investment Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $5.78M in Q1 2025.
113 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.