Two West Capital Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Two West Capital 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 Q2	–	Sell	-2,588	Closed	-$240K	–	106
2026 Q1	$240K	Sell	2,588 -2,486	-49%	-$231K	0.13%	94
2025 Q4	$474K	Buy	5,074 +411	+9%	+$38.3K	0.28%	60
2025 Q3	$437K	Buy	4,663 +100	+2%	+$9.29K	0.26%	62
2025 Q2	$425K	Buy	4,563 +2,238	+96%	+$205K	0.28%	59
2025 Q1	$209K	Buy	+2,325	New	+$216K	0.17%	73

Other funds holding LQDH

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Two West Capital Advisors's LQDH Position: Q2 2026 in Review

Two West Capital Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2026, closing a stake of 2,588 shares — an estimated $240K sold.

Two West Capital Advisors first reported a position in LQDH in Q1 2025 and held it in 5 quarters. The position peaked at $474K in Q4 2025. 20 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Two West Capital Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Two West Capital Advisors sold 2,588 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $240K.
Two West Capital Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2025 and held it in 5 quarters.
Two West Capital Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $474K in Q4 2025.
20 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.