Vision Retirement’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Vision Retirement’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	-35	Closed	-$3.23K	–	667
2026 Q1	$3.23K	Hold	35	–	–	﹤0.01%	531
2025 Q4	$3.27K	Buy	+35	New	+$3.26K	﹤0.01%	524

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

CIAS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Vision Retirement's LQDH Position: Q2 2026 in Review

Vision Retirement sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2026, closing a stake of 35 shares — an estimated $3.23K sold.

Vision Retirement first reported a position in LQDH in Q4 2025 and held it in 2 quarters. The position peaked at $3.27K in Q4 2025. 91 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

Vision Retirement reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Vision Retirement sold 35 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $3.23K.
Vision Retirement first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
Vision Retirement's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $3.27K in Q4 2025.
91 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.