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 Q2	$324K	Sell	3,480 -1	-0%	-$93	0.03%	174
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 $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 22.96% 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

Guardian Partners's LQDH Position: Q2 2026 in Review

Guardian Partners reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 0.03% in Q2 2026, selling an estimated $93 and leaving 3,480 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #174.

Guardian Partners first reported a position in LQDH in Q4 2024 and has held it in 7 quarters since. The position peaked at $359K in Q3 2025. 96 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Guardian Partners held 3,480 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $324K as of Q2 2026.
Guardian Partners sold 1 iShares Interest Rate Hedged Corporate Bond ETF share in Q2 2026, an estimated $93.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.03% of Guardian Partners's portfolio in Q2 2026, its #174 holding.
Guardian Partners first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $359K in Q3 2025.
96 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.