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

FSA 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
2026
Q2 		– Sell
-2,373
Closed -$219K – 269
2026
Q1 		$219K Sell
2,373
-169
-7% -$15.7K 0.14% 180
2025
Q4 		$237K Buy
2,542
+385
+18% +$35.9K 0.16% 153
2025
Q3 		$202K Sell
2,157
-816
-27% -$75.8K 0.16% 140
2025
Q2 		$275K Buy
2,973
+387
+15% +$35.4K 0.22% 131
2025
Q1 		$239K Buy
+2,586
New +$241K 0.19% 153

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

FSA Advisors's LQDH Position: Q2 2026 in Review

FSA Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2026, closing a stake of 2,373 shares — an estimated $219K sold.

FSA Advisors first reported a position in LQDH in Q1 2025 and held it in 5 quarters. The position peaked at $275K in Q2 2025. 97 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

  • FSA Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • FSA Advisors sold 2,373 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $219K.
  • FSA Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2025 and held it in 5 quarters.
  • FSA Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $275K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.