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

Sanctuary 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 Q2	$854K	Sell	9,170 -1,893	-17%	-$176K	﹤0.01%	1569
2026 Q1	$1.02M	Sell	11,063 -9,961	-47%	-$926K	0.01%	1323
2025 Q4	$1.96M	Buy	21,024 +3,471	+20%	+$324K	0.01%	947
2025 Q3	$1.64M	Buy	17,553 +3,646	+26%	+$339K	0.01%	1008
2025 Q2	$1.29M	Buy	13,907 +5,328	+62%	+$487K	0.01%	1072
2025 Q1	$792K	Sell	8,579 -1,660	-16%	-$155K	0.01%	1245
2024 Q4	$959K	Buy	10,239 +2,863	+39%	+$267K	0.01%	1287
2024 Q3	$688K	Buy	7,376 +3,412	+86%	+$316K	﹤0.01%	1501
2024 Q2	$372K	Buy	+3,964	New	+$371K	﹤0.01%	1831

Other funds holding LQDH

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Sanctuary Advisors's LQDH Position: Q2 2026 in Review

Sanctuary Advisors reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 17% in Q2 2026, selling an estimated $176K and leaving 9,170 shares worth $854K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Sanctuary Advisors first reported a position in LQDH in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.96M in Q4 2025. 96 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Sanctuary Advisors held 9,170 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $854K as of Q2 2026.
Sanctuary Advisors sold 1,893 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $176K.
iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1569 holding.
Sanctuary Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.96M in Q4 2025.
96 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.