Kestra Advisory Services’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Kestra Advisory Services’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	–	Sell	-1,279	Closed	-$119K	–	3847
2025 Q4	$119K	Buy	+1,279	New	+$119K	﹤0.01%	3286
2023 Q1	–	Sell	-14,836	Closed	-$1.34M	–	2217
2022 Q4	$1.34M	Sell	14,836 -18,446	-55%	-$1.67M	0.01%	916
2022 Q3	$2.95M	Buy	33,282 +21,636	+186%	+$1.96M	0.03%	528
2022 Q2	$1.05M	Buy	+11,646	New	+$1.07M	0.01%	955
2021 Q1	–	Sell	-2,118	Closed	-$202K	–	1965
2020 Q4	$202K	Buy	+2,118	New	+$198K	﹤0.01%	1721

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Kestra Advisory Services's LQDH Position: Q1 2026 in Review

Kestra Advisory Services sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2026, closing a stake of 1,279 shares — an estimated $119K sold.

Kestra Advisory Services first reported a position in LQDH in Q4 2020 and held it in 5 quarters. The position peaked at $2.95M in Q3 2022. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Kestra Advisory Services reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,279 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $119K.
Kestra Advisory Services first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
Kestra Advisory Services's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $2.95M in Q3 2022.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.