Spectrum Planning & Advisory Services’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Spectrum Planning & Advisory Services’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	–	Sell	-4,950	Closed	-$462K	–	122
2025 Q4	$462K	Buy	+4,950	New	+$461K	0.24%	64

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

Spectrum Planning & Advisory Services's LQDH Position: Q1 2026 in Review

Spectrum Planning & Advisory Services sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2026, closing a stake of 4,950 shares — an estimated $462K sold.

Spectrum Planning & Advisory Services first reported a position in LQDH in Q4 2025 and held it in 1 quarter. The position peaked at $462K in Q4 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Spectrum Planning & Advisory Services reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 4,950 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $462K.
Spectrum Planning & Advisory Services first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
Spectrum Planning & Advisory Services's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $462K in Q4 2025.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.