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 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

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 $1.37B AUM 20.71% 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

Sanctuary Advisors's LQDH Position: Q1 2026 in Review

Sanctuary Advisors reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 47% in Q1 2026, selling an estimated $926K and leaving 11,063 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1323.

Sanctuary Advisors first reported a position in LQDH in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.96M in Q4 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Sanctuary Advisors held 11,063 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $1.02M as of Q1 2026.
Sanctuary Advisors sold 9,961 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $926K.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1323 holding.
Sanctuary Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $1.96M in Q4 2025.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.