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One Advisory Partners’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

One Advisory Partners’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
-2,419
Closed -$226K – 76
2025
Q4 		$226K Buy
+2,419
New +$226K 0.07% 68

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Morgan Stanley
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Envestnet Asset Management
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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

One Advisory Partners's LQDH Position: Q1 2026 in Review

One Advisory Partners sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2026, closing a stake of 2,419 shares — an estimated $226K sold.

One Advisory Partners first reported a position in LQDH in Q4 2025 and held it in 1 quarter. The position peaked at $226K in Q4 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • One Advisory Partners reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • One Advisory Partners sold 2,419 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $226K.
  • One Advisory Partners first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • One Advisory Partners's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $226K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on One Advisory Partners's 13F filing for Q1 2026, filed 13 Apr 2026.