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Prosperity Capital Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Prosperity Capital 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
Q3 		$499K Buy
+5,390
New +$499K 0.02% 275

Other funds holding LQDH

CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Prosperity Capital Advisors's LQDH Position: Q3 2026 in Review

Prosperity Capital Advisors opened a new position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2026: 5,390 shares worth $499K. The stake represents 0.02% of the portfolio and ranks #275 among its holdings.

11 funds tracked by Wall St. Rank hold LQDH as of Q3 2026.

  • Prosperity Capital Advisors held 5,390 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $499K as of Q3 2026.
  • iShares Interest Rate Hedged Corporate Bond ETF was a new Prosperity Capital Advisors position in Q3 2026.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.02% of Prosperity Capital Advisors's portfolio in Q3 2026, its #275 holding.
  • 11 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.