WWA
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WCG Wealth Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

WCG Wealth 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 		$2.31M Buy
24,788
+2,915
+13% +$271K 0.05% 290
2026
Q1 		$2.02M Buy
21,873
+1,712
+8% +$159K 0.06% 271
2025
Q4 		$1.88M Buy
20,161
+374
+2% +$34.9K 0.05% 266
2025
Q3 		$1.85M Sell
19,787
-134
-0.7% -$12.4K 0.12% 161
2025
Q2 		$1.84M Sell
19,921
-1,506
-7% -$138K 0.12% 169
2025
Q1 		$1.98M Buy
21,427
+1,567
+8% +$146K 0.15% 142
2024
Q4 		$1.84M Buy
19,860
+1,983
+11% +$185K 0.12% 156
2024
Q3 		$1.66M Buy
17,877
+856
+5% +$79.2K 0.11% 170
2024
Q2 		$1.58M Buy
17,021
+2,446
+17% +$229K 0.12% 155
2024
Q1 		$1.37M Buy
14,575
+1,540
+12% +$144K 0.11% 157
2023
Q4 		$1.21M Sell
13,035
-317
-2% -$29.4K 0.09% 183
2023
Q3 		$1.25M Sell
13,352
-274
-2% -$25.4K 0.09% 178
2023
Q2 		$1.27M Buy
13,626
+1,815
+15% +$166K 0.15% 99
2023
Q1 		$1.08M Buy
11,811
+337
+3% +$30.9K 0.14% 107
2022
Q4 		$1.04M Buy
11,474
+1,470
+15% +$133K 0.14% 107
2022
Q3 		$888K Buy
+10,004
New +$907K 0.12% 137

Other funds holding LQDH

Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HWMG
Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

WCG Wealth Advisors's LQDH Position: Q2 2026 in Review

WCG Wealth Advisors increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 13% in Q2 2026, buying an estimated $271K and bringing the position to 24,788 shares worth $2.31M. The position accounts for 0.05% of the portfolio, ranked #290.

WCG Wealth Advisors first reported a position in LQDH in Q3 2022 and has held it in 16 quarters since. 96 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

  • WCG Wealth Advisors held 24,788 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $2.31M as of Q2 2026.
  • WCG Wealth Advisors bought 2,915 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $271K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.05% of WCG Wealth Advisors's portfolio in Q2 2026, its #290 holding.
  • WCG Wealth Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 96 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.