United Capital Financial Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

United Capital Financial 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 Q1	–	Sell	-25,463	Closed	-$2.38M	–	1658
2025 Q4	$2.38M	Buy	25,463 +189	+0.7%	+$17.6K	0.01%	493
2025 Q3	$2.36M	Sell	25,274 -417	-2%	-$38.7K	0.02%	431
2025 Q2	$2.37M	Buy	+25,691	New	+$2.35M	0.02%	407
2022 Q2	–	Sell	-14,073	Closed	-$1.32M	–	1163
2022 Q1	$1.32M	Buy	14,073 +1,412	+11%	+$132K	0.01%	610
2021 Q4	$1.21M	Buy	12,661 +1,730	+16%	+$166K	0.01%	637
2021 Q3	$1.05M	Buy	+10,931	New	+$1.05M	0.01%	663
2020 Q4	–	Sell	-26,238	Closed	-$2.4M	–	1215
2020 Q3	$2.4M	Sell	26,238 -23,289	-47%	-$2.13M	0.02%	461
2020 Q2	$4.45M	Buy	+49,527	New	+$4.33M	0.03%	380

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

United Capital Financial Advisors's LQDH Position: Q1 2026 in Review

United Capital Financial Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2026, closing a stake of 25,463 shares — an estimated $2.38M sold.

United Capital Financial Advisors first reported a position in LQDH in Q2 2020 and held it in 8 quarters. The position peaked at $4.45M in Q2 2020. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

United Capital Financial Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
United Capital Financial Advisors sold 25,463 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $2.38M.
United Capital Financial Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2020 and held it in 8 quarters.
United Capital Financial Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $4.45M in Q2 2020.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.