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

Savvy Advisors Inc’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 		$3.22M Buy
34,842
+3,387
+11% +$315K 0.09% 180
2025
Q4 		$2.94M Buy
+31,455
New +$2.93M 0.09% 160

Other funds holding LQDH

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Savvy Advisors Inc's LQDH Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 11% in Q1 2026, buying an estimated $315K and bringing the position to 34,842 shares worth $3.22M. The position accounts for 0.09% of the portfolio, ranked #180.

Savvy Advisors Inc first reported a position in LQDH in Q4 2025 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • Savvy Advisors Inc held 34,842 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $3.22M as of Q1 2026.
  • Savvy Advisors Inc bought 3,387 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $315K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.09% of Savvy Advisors Inc's portfolio in Q1 2026, its #180 holding.
  • Savvy Advisors Inc first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.