BFC Planning, Inc.’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

BFC Planning, Inc.’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	$75.9K	Buy	815 +10	+1%	+$930	﹤0.01%	1351
2026 Q1	$74.4K	Sell	805 -280	-26%	-$26K	﹤0.01%	1200
2025 Q4	$101K	Buy	1,085 +59	+6%	+$5.5K	﹤0.01%	1107
2025 Q3	$96K	Sell	1,026 -17	-2%	-$1.58K	0.01%	943
2025 Q2	$96.3K	Buy	1,043 +255	+32%	+$23.3K	0.01%	896
2025 Q1	$72.7K	Buy	788 +165	+26%	+$15.4K	0.01%	974
2024 Q4	$57.8K	Buy	+623	New	+$58K	﹤0.01%	1044

Other funds holding LQDH

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

BFC Planning, Inc.'s LQDH Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 1.2% in Q2 2026, buying an estimated $930 and bringing the position to 815 shares worth $75.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

BFC Planning, Inc. first reported a position in LQDH in Q4 2024 and has held it in 7 quarters since. The position peaked at $101K in Q4 2025. 97 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

BFC Planning, Inc. held 815 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $75.9K as of Q2 2026.
BFC Planning, Inc. bought 10 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $930.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1351 holding.
BFC Planning, Inc. first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares Interest Rate Hedged Corporate Bond ETF position peaked at $101K in Q4 2025.
97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.