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Spire Wealth Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Spire Wealth Management’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 		$26.4K Buy
284
+1
+0.4% +$93 ﹤0.01% 1357
2026
Q1 		$26.2K Hold
283
– – ﹤0.01% 1338
2025
Q4 		$26.4K Buy
283
+251
+784% +$23.4K ﹤0.01% 1384
2025
Q3 		$3.02K Hold
32
– – ﹤0.01% 2071
2025
Q2 		$2.94K Buy
32
+1
+3% +$91 ﹤0.01% 2089
2025
Q1 		$2.89K Buy
+31
New +$2.89K ﹤0.01% 2198
2022
Q1 		– Sell
-21
Closed -$2K – 2724
2021
Q4 		$2K Buy
+21
New +$2.02K ﹤0.01% 2779

Other funds holding LQDH

MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Spire Wealth Management's LQDH Position: Q2 2026 in Review

Spire Wealth Management increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 0.35% in Q2 2026, buying an estimated $93 and bringing the position to 284 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Spire Wealth Management first reported a position in LQDH in Q4 2021 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

  • Spire Wealth Management held 284 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $26.4K as of Q2 2026.
  • Spire Wealth Management bought 1 iShares Interest Rate Hedged Corporate Bond ETF share in Q2 2026, an estimated $93.
  • iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1357 holding.
  • Spire Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2021 and has held it in 7 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.