American Portfolios Advisors’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$31K Sell
1,284
-18
-1% -$475 ﹤0.01% 1972
2022
Q2
$33.8K Sell
1,302
-431
-25% -$11.8K ﹤0.01% 1979
2022
Q1
$50.3K Sell
1,733
-4,386
-72% -$128K ﹤0.01% 1883
2021
Q4
$187K Buy
6,119
+973
+19% +$29.6K 0.01% 1195
2021
Q3
$154K Buy
5,146
+4,744
+1,180% +$143K 0.01% 1249
2021
Q2
$11.9K Buy
402
+2
+0.5% +$58 ﹤0.01% 2439
2021
Q1
$11.3K Hold
400
﹤0.01% 2322
2020
Q4
$11.7K Hold
400
﹤0.01% 2036
2020
Q3
$11.1K Hold
400
﹤0.01% 1946
2020
Q2
$10.7K Hold
400
﹤0.01% 1899
2020
Q1
$9.68K Hold
400
﹤0.01% 1825
2019
Q4
$10.7K Buy
+400
New +$10.6K ﹤0.01% 1971

Other funds holding LQDI

American Portfolios Advisors's LQDI Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Inflation Hedged Corporate Bond ETF (LQDI) stake by 1.4% in Q3 2022, selling an estimated $475 and leaving 1,284 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

American Portfolios Advisors first reported a position in LQDI in Q4 2019 and has held it in 12 quarters since. The position peaked at $187K in Q4 2021. 28 funds tracked by Wall St. Rank hold LQDI as of Q3 2022.

  • American Portfolios Advisors held 1,284 shares of iShares Inflation Hedged Corporate Bond ETF worth $31K as of Q3 2022.
  • American Portfolios Advisors sold 18 iShares Inflation Hedged Corporate Bond ETF shares in Q3 2022, an estimated $475.
  • iShares Inflation Hedged Corporate Bond ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1972 holding.
  • American Portfolios Advisors first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q4 2019 and has held it in 12 quarters since.
  • American Portfolios Advisors's iShares Inflation Hedged Corporate Bond ETF position peaked at $187K in Q4 2021.
  • 28 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.