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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
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 $3.85B AUM 13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWMG
Harbour Wealth Management Group Daniel Island, South Carolina $133M AUM

Global Retirement Partners's LQDH Position: Q4 2025 in Review

Global Retirement Partners increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 8% in Q4 2025, buying an estimated $114K and bringing the position to 16,437 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #519.

Global Retirement Partners first reported a position in LQDH in Q2 2020 and has held it in 20 quarters since. 113 funds tracked by Wall St. Rank hold LQDH as of Q4 2025.

  • Global Retirement Partners held 16,437 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $1.53M as of Q4 2025.
  • Global Retirement Partners bought 1,218 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2025, an estimated $114K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.03% of Global Retirement Partners's portfolio in Q4 2025, its #519 holding.
  • Global Retirement Partners first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2020 and has held it in 20 quarters since.
  • 113 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.