Glass Jacobson Investment Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Glass Jacobson Investment 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	$61.5K	Buy	660 +9	+1%	+$837	0.02%	304
2026 Q1	$60.1K	Buy	651 +6	+0.9%	+$558	0.02%	293
2025 Q4	$60.2K	Buy	645 +95	+17%	+$8.86K	0.02%	289
2025 Q3	$51.5K	Buy	550 +8	+1%	+$743	0.02%	302
2025 Q2	$50.1K	Buy	542 +56	+12%	+$5.12K	0.02%	294
2025 Q1	$45.1K	Hold	486	–	–	0.01%	382
2024 Q4	$45.1K	Buy	486 +78	+19%	+$7.27K	0.01%	382
2024 Q3	$38K	Buy	408 +7	+2%	+$647	0.01%	405
2024 Q2	$37.2K	Buy	401 +242	+152%	+$22.7K	0.01%	387
2024 Q1	$15K	Buy	+159	New	+$14.9K	0.01%	518

Other funds holding LQDH

LPL Financial San Diego, California $445B AUM 25.58% 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HWMG

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

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

FFA

Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Glass Jacobson Investment Advisors's LQDH Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 1.4% in Q2 2026, buying an estimated $837 and bringing the position to 660 shares worth $61.5K. The position accounts for 0.02% of the portfolio, ranked #304.

Glass Jacobson Investment Advisors first reported a position in LQDH in Q1 2024 and has held it in 10 quarters since. 62 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Glass Jacobson Investment Advisors held 660 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $61.5K as of Q2 2026.
Glass Jacobson Investment Advisors bought 9 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $837.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #304 holding.
Glass Jacobson Investment Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
62 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.