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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
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

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

WCG Wealth Advisors's LQDH Position: Q1 2026 in Review

WCG Wealth Advisors increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 8.5% in Q1 2026, buying an estimated $159K and bringing the position to 21,873 shares worth $2.02M. The position accounts for 0.06% of the portfolio, ranked #271.

WCG Wealth Advisors first reported a position in LQDH in Q3 2022 and has held it in 15 quarters since. 102 funds tracked by Wall St. Rank hold LQDH as of Q1 2026.

  • WCG Wealth Advisors held 21,873 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $2.02M as of Q1 2026.
  • WCG Wealth Advisors bought 1,712 iShares Interest Rate Hedged Corporate Bond ETF shares in Q1 2026, an estimated $159K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.06% of WCG Wealth Advisors's portfolio in Q1 2026, its #271 holding.
  • WCG Wealth Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.