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GPS Wealth Strategies Group’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

GPS Wealth Strategies Group’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 		– Sell
-112
Closed -$10.5K – 1148
2025
Q3 		$10.5K Buy
+112
New +$10.4K ﹤0.01% 1074

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

GPS Wealth Strategies Group's LQDH Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q4 2025, closing a stake of 112 shares — an estimated $10.5K sold.

GPS Wealth Strategies Group first reported a position in LQDH in Q3 2025 and held it in 1 quarter. The position peaked at $10.5K in Q3 2025. 113 funds tracked by Wall St. Rank hold LQDH as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 112 iShares Interest Rate Hedged Corporate Bond ETF shares in Q4 2025, an estimated $10.5K.
  • GPS Wealth Strategies Group first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • GPS Wealth Strategies Group's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $10.5K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.