GC Wealth Management RIA’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

GC Wealth Management RIA’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	–	Sell	-3,160	Closed	-$295K	–	533
2025 Q4	$295K	Buy	3,160 +118	+4%	+$11K	0.01%	453
2025 Q3	$285K	Buy	3,042 +83	+3%	+$7.71K	0.01%	720
2025 Q2	$273K	Buy	2,959 +721	+32%	+$65.9K	0.02%	459
2025 Q1	$207K	Buy	+2,238	New	+$208K	0.04%	294

Other funds holding LQDH

DWM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

HWMG

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

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

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

GC Wealth Management RIA's LQDH Position: Q1 2026 in Review

GC Wealth Management RIA sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2026, closing a stake of 3,160 shares — an estimated $295K sold.

GC Wealth Management RIA first reported a position in LQDH in Q1 2025 and held it in 4 quarters. The position peaked at $295K in Q4 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

GC Wealth Management RIA reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
GC Wealth Management RIA sold 3,160 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $295K.
GC Wealth Management RIA first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2025 and held it in 4 quarters.
GC Wealth Management RIA's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $295K in Q4 2025.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on GC Wealth Management RIA's 13F filing for Q1 2026, filed 14 May 2026.