McAdam LLC’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

McAdam LLC’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	$569K	Sell	6,135 -912	-13%	-$84.4K	0.02%	253
2026 Q2	$656K	Buy	7,047 +1,760	+33%	+$164K	0.03%	229
2026 Q1	$488K	Buy	5,287 +117	+2%	+$10.9K	0.02%	247
2025 Q4	$483K	Sell	5,170 -264	-5%	-$24.6K	0.02%	237
2025 Q3	$508K	Sell	5,434 -798	-13%	-$74.1K	0.03%	213
2025 Q2	$576K	Buy	6,232 +837	+16%	+$76.5K	0.03%	196
2025 Q1	$498K	Buy	5,395 +2,423	+82%	+$226K	0.03%	192
2024 Q4	$276K	Buy	+2,972	New	+$277K	0.02%	292

Other funds holding LQDH

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

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

McAdam LLC's LQDH Position: Q3 2026 in Review

McAdam LLC reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 13% in Q3 2026, selling an estimated $84.4K and leaving 6,135 shares worth $569K. The position accounts for 0.02% of the portfolio, ranked #253.

McAdam LLC first reported a position in LQDH in Q4 2024 and has held it in 8 quarters since. The position peaked at $656K in Q2 2026. 25 funds tracked by Wall St. Rank hold LQDH as of Q3 2026.

McAdam LLC held 6,135 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $569K as of Q3 2026.
McAdam LLC sold 912 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2026, an estimated $84.4K.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.02% of McAdam LLC's portfolio in Q3 2026, its #253 holding.
McAdam LLC first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
McAdam LLC's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $656K in Q2 2026.
25 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.