Independent Financial Group’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Independent Financial Group’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	$583K	Buy	6,258 +6	+0.1%	+$558	0.01%	927
2026 Q1	$577K	Sell	6,252 -46	-0.7%	-$4.28K	0.01%	863
2025 Q4	$588K	Buy	6,298 +104	+2%	+$9.7K	0.01%	823
2025 Q3	$579K	Buy	6,194 +389	+7%	+$36.1K	0.01%	781
2025 Q2	$536K	Hold	5,805	–	–	0.01%	753
2025 Q1	$536K	Hold	5,805	–	–	0.02%	685
2024 Q4	$538K	Hold	5,805	–	–	0.02%	666
2024 Q3	$540K	Buy	+5,805	New	+$537K	0.02%	624
2023 Q3	–	Sell	-2,763	Closed	-$257K	–	929
2023 Q2	$257K	Sell	2,763 -243	-8%	-$22.2K	0.02%	713
2023 Q1	$275K	Hold	3,006	–	–	0.02%	639
2022 Q4	$272K	Buy	+3,006	New	+$271K	0.02%	589

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

Independent Financial Group's LQDH Position: Q2 2026 in Review

Independent Financial Group increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 0.1% in Q2 2026, buying an estimated $558 and bringing the position to 6,258 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #927.

Independent Financial Group first reported a position in LQDH in Q4 2022 and has held it in 11 quarters since. The position peaked at $588K in Q4 2025. 97 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Independent Financial Group held 6,258 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $583K as of Q2 2026.
Independent Financial Group bought 6 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $558.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #927 holding.
Independent Financial Group first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
Independent Financial Group's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $588K in Q4 2025.
97 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.