GWM
LQDH icon

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

GK Wealth Management’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
Q3 		$3.85K Buy
+42
New +$3.89K ﹤0.01% 1149

Other funds holding LQDH

CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

GK Wealth Management's LQDH Position: Q3 2026 in Review

GK Wealth Management opened a new position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2026: 42 shares worth $3.85K. The stake represents ﹤0.01% of the portfolio and ranks #1149 among its holdings.

11 funds tracked by Wall St. Rank hold LQDH as of Q3 2026.

  • GK Wealth Management held 42 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $3.85K as of Q3 2026.
  • iShares Interest Rate Hedged Corporate Bond ETF was a new GK Wealth Management position in Q3 2026.
  • iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1149 holding.
  • 11 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.