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Harbor Asset Planning’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Harbor Asset Planning’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 		$41.5K Hold
450
– – 0.04% 222
2025
Q4 		$42K Buy
+450
New +$42K 0.04% 208

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 $1.37B AUM 20.71% 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

Harbor Asset Planning's LQDH Position: Q1 2026 in Review

Harbor Asset Planning held its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) position steady in Q1 2026 at 450 shares worth $41.5K. The position accounts for 0.04% of the portfolio, ranked #222.

Harbor Asset Planning first reported a position in LQDH in Q4 2025 and has held it in 2 quarters since. The position peaked at $42K in Q4 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • Harbor Asset Planning held 450 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $41.5K as of Q1 2026.
  • Harbor Asset Planning left its iShares Interest Rate Hedged Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.04% of Harbor Asset Planning's portfolio in Q1 2026, its #222 holding.
  • Harbor Asset Planning first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Harbor Asset Planning's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $42K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.