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

Vista Cima 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 Q1	–	Sell	-2,932	Closed	-$274K	–	51
2025 Q4	$274K	Buy	2,932 +27	+0.9%	+$2.52K	0.23%	43
2025 Q3	$272K	Buy	2,905 +91	+3%	+$8.45K	0.23%	70
2025 Q2	$260K	Buy	2,814 +80	+3%	+$7.31K	0.24%	42
2025 Q1	$252K	Buy	2,734 +354	+15%	+$33K	0.27%	41
2024 Q4	$221K	Buy	+2,380	New	+$222K	0.23%	43

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

Vista Cima Wealth Management's LQDH Position: Q1 2026 in Review

Vista Cima Wealth Management sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q1 2026, closing a stake of 2,932 shares — an estimated $274K sold.

Vista Cima Wealth Management first reported a position in LQDH in Q4 2024 and held it in 5 quarters. The position peaked at $274K in Q4 2025. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

Vista Cima Wealth Management reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Vista Cima Wealth Management sold 2,932 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $274K.
Vista Cima Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q4 2024 and held it in 5 quarters.
Vista Cima Wealth Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $274K in Q4 2025.
102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on Vista Cima Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.