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Journey Strategic Wealth’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Journey Strategic Wealth’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 		$211K Hold
2,283
– – 0.01% 746
2025
Q4 		$213K Hold
2,283
– – 0.01% 686
2025
Q3 		$214K Buy
+2,283
New +$212K 0.01% 636

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 $424B AUM 22.96% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 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

Journey Strategic Wealth's LQDH Position: Q1 2026 in Review

Journey Strategic Wealth held its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) position steady in Q1 2026 at 2,283 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #746.

Journey Strategic Wealth first reported a position in LQDH in Q3 2025 and has held it in 3 quarters since. The position peaked at $214K in Q3 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • Journey Strategic Wealth held 2,283 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $211K as of Q1 2026.
  • Journey Strategic Wealth left its iShares Interest Rate Hedged Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #746 holding.
  • Journey Strategic Wealth first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Journey Strategic Wealth's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $214K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.