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

Regal 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
2025
Q2 		– Sell
-3,858
Closed -$356K – 500
2025
Q1 		$356K Buy
+3,858
New +$359K 0.03% 371

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Regal Investment Advisors's LQDH Position: Q2 2025 in Review

Regal Investment Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2025, closing a stake of 3,858 shares — an estimated $356K sold.

Regal Investment Advisors first reported a position in LQDH in Q1 2025 and held it in 1 quarter. The position peaked at $356K in Q1 2025. 104 funds tracked by Wall St. Rank hold LQDH as of Q2 2025.

  • Regal Investment Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Regal Investment Advisors sold 3,858 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2025, an estimated $356K.
  • Regal Investment Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Regal Investment Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $356K in Q1 2025.
  • 104 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2025.

Based on Regal Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.