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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
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 $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

Founders Financial Alliance's LQDH Position: Q1 2026 in Review

Founders Financial Alliance increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 915% in Q1 2026, buying an estimated $4.45M and bringing the position to 53,117 shares worth $4.9M. The position accounts for 0.88% of the portfolio, ranked #25.

Founders Financial Alliance first reported a position in LQDH in Q3 2020 and has held it in 23 quarters since. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • Founders Financial Alliance held 53,117 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $4.9M as of Q1 2026.
  • Founders Financial Alliance bought 47,883 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $4.45M.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.88% of Founders Financial Alliance's portfolio in Q1 2026, its #25 holding.
  • Founders Financial Alliance first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.