WJ Wealth Management
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WJ Wealth Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

WJ Wealth Management’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
Q3 		$1.91M Buy
+20,565
New +$1.9M 0.78% 28
2022
Q1 		– Sell
-64,268
Closed -$6.14M – 54
2021
Q4 		$6.14M Buy
64,268
+6,655
+12% +$638K 3.67% 10
2021
Q3 		$5.51M Buy
+57,613
New +$5.52M 3.66% 10

Other funds holding LQDH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Synergy Asset Management
Synergy Asset Management Vancouver, Washington $1.09B AUM 33.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Columbia Advisory Partners
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.94% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

WJ Wealth Management's LQDH Position: Q3 2026 in Review

WJ Wealth Management opened a new position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q3 2026: 20,565 shares worth $1.91M. The stake represents 0.78% of the portfolio and ranks #28 among its holdings. This is a return to the name: WJ Wealth Management previously reported a position in LQDH as recently as Q4 2021.

WJ Wealth Management first reported a position in LQDH in Q3 2021 and has held it in 3 quarters since. The position peaked at $6.14M in Q4 2021. 48 funds tracked by Wall St. Rank hold LQDH as of Q3 2026.

  • WJ Wealth Management held 20,565 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $1.91M as of Q3 2026.
  • iShares Interest Rate Hedged Corporate Bond ETF was a new WJ Wealth Management position in Q3 2026.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 0.78% of WJ Wealth Management's portfolio in Q3 2026, its #28 holding.
  • WJ Wealth Management first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2021 and has held it in 3 quarters since.
  • WJ Wealth Management's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $6.14M in Q4 2021.
  • 48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.