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Global Retirement Partners’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Global Retirement Partners’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 		$406K Buy
+4,362
New +$406K 0.01% 1134
2025
Q4 		$1.53M Buy
16,437
+1,218
+8% +$114K 0.03% 519
2025
Q3 		$1.42M Buy
15,219
+1,015
+7% +$94.3K 0.03% 439
2025
Q2 		$1.31M Buy
+14,204
New +$1.3M 0.03% 429
2024
Q4 		$31.6K Sell
341
-5
-1% -$466 ﹤0.01% 1833
2024
Q3 		$32.2K Buy
346
+276
+394% +$25.5K ﹤0.01% 1763
2024
Q2 		$6.5K Buy
70
+2
+3% +$187 ﹤0.01% 2488
2024
Q1 		$6.39K Buy
+68
New +$6.36K ﹤0.01% 2301
2023
Q4 		– Sell
-521
Closed -$47.8K – 3426
2023
Q3 		$47.8K Hold
521
– – ﹤0.01% 1296
2023
Q2 		$48.4K Sell
521
-63
-11% -$5.76K ﹤0.01% 1292
2023
Q1 		$53.1K Buy
584
+63
+12% +$5.78K ﹤0.01% 1208
2022
Q4 		$47.1K Hold
521
– – ﹤0.01% 1114
2022
Q3 		$47K Hold
521
– – ﹤0.01% 1040
2022
Q2 		$47K Sell
521
-32
-6% -$2.93K ﹤0.01% 1021
2022
Q1 		$50K Buy
+553
New +$51.7K ﹤0.01% 997
2021
Q4 		– Sell
-521
Closed -$50K – 1136
2021
Q3 		$50K Sell
521
-316
-38% -$30.3K ﹤0.01% 853
2021
Q2 		$81K Buy
837
+174
+26% +$16.7K 0.01% 691
2021
Q1 		$64K Sell
663
-132
-17% -$12.6K 0.01% 698
2020
Q4 		$76K Buy
795
+7
+0.9% +$655 0.01% 597
2020
Q3 		$72K Hold
788
– – 0.01% 558
2020
Q2 		$71K Buy
+788
New +$68.9K 0.01% 551

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Global Retirement Partners's LQDH Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2026: 4,362 shares worth $406K. The stake represents 0.01% of the portfolio and ranks #1134 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LQDH as recently as Q4 2025.

Global Retirement Partners first reported a position in LQDH in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.53M in Q4 2025. 96 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

  • Global Retirement Partners held 4,362 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $406K as of Q2 2026.
  • iShares Interest Rate Hedged Corporate Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1134 holding.
  • Global Retirement Partners first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • Global Retirement Partners's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.53M in Q4 2025.
  • 96 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.