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

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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. 97 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.
97 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.