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Founders Financial Alliance’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Founders Financial Alliance’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 		$4.07M Sell
43,652
-9,465
-18% -$880K 0.54% 50
2026
Q1 		$4.9M Buy
53,117
+47,883
+915% +$4.45M 0.88% 25
2025
Q4 		$489K Buy
5,234
+51
+1% +$4.75K 0.09% 198
2025
Q3 		$485K Sell
5,183
-64
-1% -$5.94K 0.09% 200
2025
Q2 		$485K Buy
5,247
+2,713
+107% +$248K 0.11% 181
2025
Q1 		$234K Sell
2,534
-355
-12% -$33K 0.06% 305
2024
Q4 		$268K Sell
2,889
-2
-0.1% -$186 0.07% 232
2024
Q3 		$269K Sell
2,891
-47
-2% -$4.35K 0.07% 234
2024
Q2 		$273K Sell
2,938
-320
-10% -$30K 0.08% 224
2024
Q1 		$306K Sell
3,258
-5
-0.2% -$468 0.09% 208
2023
Q4 		$304K Sell
3,263
-737
-18% -$68.3K 0.12% 182
2023
Q3 		$370K Sell
4,000
-33
-0.8% -$3.06K 0.16% 134
2023
Q2 		$375K Sell
4,033
-2
-0% -$183 0.15% 150
2023
Q1 		$370K Sell
4,035
-202
-5% -$18.5K 0.18% 123
2022
Q4 		$383K Sell
4,237
-26
-0.6% -$2.35K 0.18% 129
2022
Q3 		$378K Hold
4,263
– – 0.19% 120
2022
Q2 		$385K Hold
4,263
– – 0.2% 117
2022
Q1 		$399K Sell
4,263
-76
-2% -$7.11K 0.18% 126
2021
Q4 		$415K Sell
4,339
-410
-9% -$39.3K 0.17% 134
2021
Q3 		$455K Sell
4,749
-133
-3% -$12.7K 0.21% 111
2021
Q2 		$469K Sell
4,882
-8
-0.2% -$767 0.21% 109
2021
Q1 		$467K Buy
4,890
+109
+2% +$10.4K 0.23% 98
2020
Q4 		$457K Hold
4,781
– – 0.26% 89
2020
Q3 		$438K Buy
+4,781
New +$437K 0.26% 79

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Founders Financial Alliance's LQDH Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 18% in Q2 2026, selling an estimated $880K and leaving 43,652 shares worth $4.07M. The position accounts for 0.54% of the portfolio, ranked #50.

Founders Financial Alliance first reported a position in LQDH in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.9M in Q1 2026. 97 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

  • Founders Financial Alliance held 43,652 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $4.07M as of Q2 2026.
  • Founders Financial Alliance sold 9,465 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $880K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.54% of Founders Financial Alliance's portfolio in Q2 2026, its #50 holding.
  • Founders Financial Alliance first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $4.9M in Q1 2026.
  • 97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.