ABLE Financial Group’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

ABLE Financial Group’s Portfolio LQDI Stock Details LQDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$265K	Hold	10,094	–	–	0.04%	194
2026 Q1	$264K	Hold	10,094	–	–	0.05%	176
2025 Q4	$267K	Buy	10,094 +722	+8%	+$19.3K	0.05%	176
2025 Q3	$252K	Buy	9,372 +562	+6%	+$14.9K	0.05%	181
2025 Q2	$232K	Hold	8,810	–	–	0.06%	185
2025 Q1	$231K	Hold	8,810	–	–	0.06%	179
2024 Q4	$224K	Buy	+8,810	New	+$231K	0.07%	179

Other funds holding LQDI

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

ABLE Financial Group's LQDI Position: Q2 2026 in Review

ABLE Financial Group held its iShares Inflation Hedged Corporate Bond ETF (LQDI) position steady in Q2 2026 at 10,094 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #194.

ABLE Financial Group first reported a position in LQDI in Q4 2024 and has held it in 7 quarters since. The position peaked at $267K in Q4 2025. 4 funds tracked by Wall St. Rank hold LQDI as of Q2 2026.

ABLE Financial Group held 10,094 shares of iShares Inflation Hedged Corporate Bond ETF worth $265K as of Q2 2026.
ABLE Financial Group left its iShares Inflation Hedged Corporate Bond ETF share count unchanged in Q2 2026.
iShares Inflation Hedged Corporate Bond ETF made up 0.04% of ABLE Financial Group's portfolio in Q2 2026, its #194 holding.
ABLE Financial Group first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
ABLE Financial Group's iShares Inflation Hedged Corporate Bond ETF position peaked at $267K in Q4 2025.
4 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.