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Wealthcare Advisory Partners’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Wealthcare Advisory Partners’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 		$381K Sell
4,092
-2,843
-41% -$264K 0.01% 794
2026
Q1 		$640K Buy
6,935
+1,757
+34% +$163K 0.01% 629
2025
Q4 		$483K Buy
5,178
+600
+13% +$55.9K 0.01% 705
2025
Q3 		$428K Buy
4,578
+65
+1% +$6.04K 0.01% 717
2025
Q2 		$417K Buy
4,513
+351
+8% +$32.1K 0.01% 690
2025
Q1 		$384K Buy
4,162
+4
+0.1% +$372 0.01% 657
2024
Q4 		$386K Sell
4,158
-1,310
-24% -$122K 0.01% 635
2024
Q3 		$509K Sell
5,468
-4,493
-45% -$416K 0.01% 561
2024
Q2 		$926K Sell
9,961
-2,463
-20% -$231K 0.03% 404
2024
Q1 		$1.17M Buy
12,424
+94
+0.8% +$8.79K 0.04% 333
2023
Q4 		$1.15M Sell
12,330
-1,453
-11% -$135K 0.05% 285
2023
Q3 		$1.28M Sell
13,783
-153
-1% -$14.2K 0.06% 239
2023
Q2 		$1.3M Sell
13,936
-209,172
-94% -$19.1M 0.06% 243
2023
Q1 		$20.4M Buy
223,108
+15,569
+8% +$1.43M 0.88% 25
2022
Q4 		$18.8M Sell
207,539
-2,877
-1% -$260K 0.9% 23
2022
Q3 		$18.7M Buy
210,416
+5,362
+3% +$486K 1.07% 19
2022
Q2 		$18.5M Sell
205,054
-39
-0% -$3.57K 1.12% 22
2022
Q1 		$19.2M Sell
205,093
-2,133
-1% -$199K 1.16% 21
2021
Q4 		$19.8M Sell
207,226
-64,753
-24% -$6.21M 1.19% 18
2021
Q3 		$26.1M Buy
271,979
+26,204
+11% +$2.51M 1.7% 13
2021
Q2 		$23.7M Buy
+245,775
New +$23.6M 1.58% 12

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Wealthcare Advisory Partners's LQDH Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 41% in Q2 2026, selling an estimated $264K and leaving 4,092 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #794.

Wealthcare Advisory Partners first reported a position in LQDH in Q2 2021 and has held it in 21 quarters since. The position peaked at $26.1M in Q3 2021. 10 funds tracked by Wall St. Rank hold LQDH as of Q2 2026.

  • Wealthcare Advisory Partners held 4,092 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $381K as of Q2 2026.
  • Wealthcare Advisory Partners sold 2,843 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2026, an estimated $264K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #794 holding.
  • Wealthcare Advisory Partners first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Wealthcare Advisory Partners's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $26.1M in Q3 2021.
  • 10 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.