OneDigital Investment Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

OneDigital Investment Advisors’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	-51,260	Closed	-$4.79M	–	1553
2025 Q4	$4.79M	Sell	51,260 -895	-2%	-$83.4K	0.05%	282
2025 Q3	$4.88M	Buy	52,155 +5,396	+12%	+$501K	0.05%	256
2025 Q2	$4.32M	Buy	+46,759	New	+$4.27M	0.05%	268
2022 Q1	–	Sell	-2,119	Closed	-$203K	–	810
2021 Q4	$203K	Buy	+2,119	New	+$203K	0.01%	727
2018 Q4	–	Sell	-283	Closed	-$27K	–	1218
2018 Q3	$27K	Buy	283 +53	+23%	+$5.12K	0.01%	569
2018 Q2	$22K	Hold	230	–	–	﹤0.01%	778
2018 Q1	$22K	Hold	230	–	–	﹤0.01%	783
2017 Q4	$22K	Buy	+230	New	+$22.2K	﹤0.01%	772
2017 Q3	–	Sell	-230	Closed	-$22K	–	1115
2017 Q2	$22K	Buy	+230	New	+$21.8K	0.01%	715

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 $1.62B 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 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

OneDigital Investment Advisors's LQDH Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2026, closing a stake of 51,260 shares — an estimated $4.79M sold.

OneDigital Investment Advisors first reported a position in LQDH in Q2 2017 and held it in 9 quarters. The position peaked at $4.88M in Q3 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

OneDigital Investment Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
OneDigital Investment Advisors sold 51,260 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $4.79M.
OneDigital Investment Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $4.88M in Q3 2025.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.