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 Q3	$568K	Sell	6,133 -125	-2%	-$11.6K	0.01%	946
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

CAP

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Independent Financial Group's LQDH Position: Q3 2026 in Review

Independent Financial Group reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 2% in Q3 2026, selling an estimated $11.6K and leaving 6,133 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #946.

Independent Financial Group first reported a position in LQDH in Q4 2022 and has held it in 12 quarters since. The position peaked at $588K in Q4 2025. 11 funds tracked by Wall St. Rank hold LQDH as of Q3 2026.

Independent Financial Group held 6,133 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $568K as of Q3 2026.
Independent Financial Group sold 125 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2026, an estimated $11.6K.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #946 holding.
Independent Financial Group first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2022 and has held it in 12 quarters since.
Independent Financial Group's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $588K in Q4 2025.
11 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.