Great Valley Advisor Group’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Great Valley Advisor 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
2026 Q2	–	Sell	-2,683	Closed	-$248K	–	1082
2026 Q1	$248K	Buy	2,683 +23	+0.9%	+$2.14K	﹤0.01%	880
2025 Q4	$248K	Sell	2,660 -161	-6%	-$15K	﹤0.01%	833
2025 Q3	$264K	Buy	2,821 +40	+1%	+$3.71K	0.01%	805
2025 Q2	$257K	Sell	2,781 -1,179	-30%	-$108K	0.01%	790
2025 Q1	$365K	Buy	3,960 +5	+0.1%	+$465	0.01%	666
2024 Q4	$367K	Sell	3,955 -558	-12%	-$52K	0.01%	644
2024 Q3	$420K	Buy	4,513 +428	+10%	+$39.6K	0.01%	604
2024 Q2	$380K	Buy	+4,085	New	+$382K	0.01%	597

Other funds holding LQDH

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 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

Great Valley Advisor Group's LQDH Position: Q2 2026 in Review

Great Valley Advisor Group sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2026, closing a stake of 2,683 shares — an estimated $248K sold.

Great Valley Advisor Group first reported a position in LQDH in Q2 2024 and held it in 8 quarters. The position peaked at $420K in Q3 2024. 96 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Great Valley Advisor Group reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Great Valley Advisor Group sold 2,683 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $248K.
Great Valley Advisor Group first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2024 and held it in 8 quarters.
Great Valley Advisor Group's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $420K in Q3 2024.
96 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.