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

Guardian 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
Q1 		$322K Sell
3,481
-246
-7% -$22.9K 0.03% 167
2025
Q4 		$347K Sell
3,727
-107
-3% -$9.97K 0.03% 178
2025
Q3 		$359K Hold
3,834
– – 0.03% 148
2025
Q2 		$354K Buy
3,834
+290
+8% +$26.5K 0.03% 150
2025
Q1 		$321K Sell
3,544
-75
-2% -$6.98K 0.03% 145
2024
Q4 		$336K Buy
+3,619
New +$337K 0.03% 138

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
HWMG
Harbour Wealth Management Group Daniel Island, South Carolina $133M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Guardian Partners's LQDH Position: Q1 2026 in Review

Guardian Partners reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 6.6% in Q1 2026, selling an estimated $22.9K and leaving 3,481 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #167.

Guardian Partners first reported a position in LQDH in Q4 2024 and has held it in 6 quarters since. The position peaked at $359K in Q3 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • Guardian Partners held 3,481 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $322K as of Q1 2026.
  • Guardian Partners sold 246 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $22.9K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.03% of Guardian Partners's portfolio in Q1 2026, its #167 holding.
  • Guardian Partners first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Guardian Partners's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $359K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.