Global Financial Private Client’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-50	Closed	-$4.61K	–	1002
2025 Q1	$4.61K	Hold	50	–	–	﹤0.01%	702
2024 Q4	$4.64K	Hold	50	–	–	﹤0.01%	639
2024 Q3	$4.65K	Hold	50	–	–	﹤0.01%	648
2024 Q2	$4.65K	Hold	50	–	–	﹤0.01%	510
2024 Q1	$4.7K	Hold	50	–	–	﹤0.01%	524
2023 Q4	$4.65K	Hold	50	–	–	﹤0.01%	522
2023 Q3	$4.62K	Hold	50	–	–	﹤0.01%	506
2023 Q2	$4.66K	Sell	50 -68	-58%	-$6.22K	﹤0.01%	509
2023 Q1	$10.8K	Hold	118	–	–	0.01%	437
2022 Q4	$10.7K	Hold	118	–	–	0.01%	417
2022 Q3	$10.6K	Hold	118	–	–	0.01%	404
2022 Q2	$10.7K	Hold	118	–	–	0.01%	389
2022 Q1	$11.1K	Hold	118	–	–	0.01%	394
2021 Q4	$11.3K	Hold	118	–	–	0.01%	382
2021 Q3	$11.4K	Hold	118	–	–	0.01%	340
2021 Q2	$11.4K	Hold	118	–	–	0.01%	344
2021 Q1	$11.4K	Sell	118 -69	-37%	-$6.58K	0.01%	305
2020 Q4	$18K	Hold	187	–	–	0.01%	272
2020 Q3	$17.2K	Sell	187 -141	-43%	-$12.9K	0.02%	270
2020 Q2	$29.7K	Buy	328 +50	+18%	+$4.37K	0.03%	265
2020 Q1	$22.6K	Sell	278 -6,213	-96%	-$565K	0.02%	300
2019 Q4	$624K	Buy	+6,491	New	+$612K	0.52%	47

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Global Financial Private Client's LQDH Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2025, closing a stake of 50 shares — an estimated $4.61K sold.

Global Financial Private Client first reported a position in LQDH in Q4 2019 and held it in 22 quarters. The position peaked at $624K in Q4 2019. 104 funds tracked by Wall St. Rank hold LQDH as of Q2 2025.

Global Financial Private Client reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 50 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2025, an estimated $4.61K.
Global Financial Private Client first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $624K in Q4 2019.
104 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.