Harbor Asset Planning
LQDH icon

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
Q3 		$41.7K Hold
450
– – 0.03% 235
2026
Q2 		$41.9K Hold
450
– – 0.03% 237
2026
Q1 		$41.5K Hold
450
– – 0.04% 222
2025
Q4 		$42K Buy
+450
New +$42K 0.04% 208

Other funds holding LQDH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return
Harbour Wealth Management Group
Harbour Wealth Management Group Daniel Island, South Carolina $152M AUM 29.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Founders Financial Alliance
Founders Financial Alliance Raleigh, North Carolina $723M AUM 19.75% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Synergy Asset Management
Synergy Asset Management Vancouver, Washington $1.09B AUM 33.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Harbor Asset Planning's LQDH Position: Q3 2026 in Review

Harbor Asset Planning held its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) position steady in Q3 2026 at 450 shares worth $41.7K. The position accounts for 0.03% of the portfolio, ranked #235.

Harbor Asset Planning first reported a position in LQDH in Q4 2025 and has held it in 4 quarters since. The position peaked at $42K in Q4 2025. 58 funds tracked by Wall St. Rank hold LQDH as of Q3 2026.

  • Harbor Asset Planning held 450 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $41.7K as of Q3 2026.
  • Harbor Asset Planning 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 Harbor Asset Planning's portfolio in Q3 2026, its #235 holding.
  • Harbor Asset Planning first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Harbor Asset Planning's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $42K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.