Sigma Planning Corp’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Sigma Planning Corp’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	$292K	Sell	3,166 -33	-1%	-$3.07K	0.01%	1066
2025 Q4	$299K	Sell	3,199 -392	-11%	-$36.5K	0.01%	1026
2025 Q3	$336K	Buy	3,591 +257	+8%	+$23.9K	0.01%	990
2025 Q2	$308K	Buy	3,334 +53	+2%	+$4.84K	0.01%	978
2025 Q1	$303K	Sell	3,281 -182	-5%	-$16.9K	0.01%	944
2024 Q4	$321K	Sell	3,463 -200	-5%	-$18.6K	0.01%	901
2024 Q3	$341K	Buy	3,663 +9	+0.2%	+$832	0.01%	906
2024 Q2	$340K	Buy	+3,654	New	+$342K	0.01%	873
2021 Q3	–	Sell	-2,113	Closed	-$204K	–	1445
2021 Q2	$204K	Sell	2,113 -25	-1%	-$2.4K	0.01%	1294
2021 Q1	$206K	Sell	2,138 -119	-5%	-$11.4K	0.01%	1206
2020 Q4	$216K	Buy	+2,257	New	+$211K	0.01%	1064
2020 Q3	–	Sell	-3,239	Closed	-$291K	–	1121
2020 Q2	$291K	Buy	3,239 +4	+0.1%	+$350	0.01%	788
2020 Q1	$269K	Sell	3,235 -54,657	-94%	-$4.97M	0.02%	686
2019 Q4	$5.57M	Sell	57,892 -10,456	-15%	-$985K	0.23%	88
2019 Q3	$6.35M	Buy	68,348 +8,912	+15%	+$829K	0.31%	61
2019 Q2	$5.59M	Buy	59,436 +320	+0.5%	+$29.9K	0.29%	75
2019 Q1	$5.52M	Buy	59,116 +2,097	+4%	+$195K	0.31%	66
2018 Q4	$5.17M	Buy	57,019 +26,372	+86%	+$2.49M	0.38%	60
2018 Q3	$2.98M	Buy	30,647 +10,283	+50%	+$993K	0.18%	122
2018 Q2	$1.95M	Buy	20,364 +3,959	+24%	+$382K	0.13%	181
2018 Q1	$1.59M	Buy	16,405 +8,114	+98%	+$790K	0.12%	195
2017 Q4	$807K	Sell	8,291 -16	-0.2%	-$1.55K	0.06%	308
2017 Q3	$799K	Buy	8,307 +480	+6%	+$45.8K	0.07%	301
2017 Q2	$747K	Buy	7,827 +6	+0.1%	+$568	0.07%	307
2017 Q1	$741K	Buy	+7,821	New	+$738K	0.07%	284

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

Sigma Planning Corp's LQDH Position: Q1 2026 in Review

Sigma Planning Corp reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 1% in Q1 2026, selling an estimated $3.07K and leaving 3,166 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #1066.

Sigma Planning Corp first reported a position in LQDH in Q1 2017 and has held it in 25 quarters since. The position peaked at $6.35M in Q3 2019. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Sigma Planning Corp held 3,166 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $292K as of Q1 2026.
Sigma Planning Corp sold 33 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $3.07K.
iShares Interest Rate Hedged Corporate Bond ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1066 holding.
Sigma Planning Corp first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2017 and has held it in 25 quarters since.
Sigma Planning Corp's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $6.35M in Q3 2019.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.