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 Q3	$322K	Hold	3,480	–	–	0.03%	186
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%	-$10K	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

TPWM

Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Synergy Asset Management Vancouver, Washington $1.09B AUM 33.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WJ Wealth Management Glendale, Arizona $246M AUM 20.35% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $656M AUM 16.08% 1-Year Est. Return

Guardian Partners's LQDH Position: Q3 2026 in Review

Guardian Partners held its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) position steady in Q3 2026 at 3,480 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #186.

Guardian Partners first reported a position in LQDH in Q4 2024 and has held it in 8 quarters since. The position peaked at $359K in Q3 2025. 42 funds tracked by Wall St. Rank hold LQDH as of Q3 2026.

Guardian Partners held 3,480 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $322K as of Q3 2026.
Guardian Partners left its iShares Interest Rate Hedged Corporate Bond ETF share count unchanged in Q3 2026.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.03% of Guardian Partners's portfolio in Q3 2026, its #186 holding.
Guardian Partners first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $359K in Q3 2025.
42 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.