Wealth Enhancement Advisory Services
LQDH icon

Wealth Enhancement Advisory Services’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Wealth Enhancement Advisory Services’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 		$453K Buy
4,897
+475
+11% +$44.2K ﹤0.01% 2778
2026
Q1 		$408K Sell
4,422
-30,021
-87% -$2.79M ﹤0.01% 2493
2025
Q4 		$3.22M Buy
34,443
+4,689
+16% +$437K ﹤0.01% 1245
2025
Q3 		$2.78M Buy
29,754
+8,999
+43% +$836K ﹤0.01% 1260
2025
Q2 		$1.92M Buy
+20,755
New +$1.9M ﹤0.01% 1372

Other funds holding LQDH

MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services's LQDH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 11% in Q2 2026, buying an estimated $44.2K and bringing the position to 4,897 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #2778.

Wealth Enhancement Advisory Services first reported a position in LQDH in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.22M in Q4 2025. 10 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 4,897 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $453K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 475 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $44.2K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2778 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $3.22M in Q4 2025.
  • 10 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.