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Atria Investments’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Atria Investments’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
2023
Q3 		– Sell
-198,504
Closed -$5.12M – 873
2023
Q2 		$5.12M Sell
198,504
-18,881
-9% -$486K 0.09% 259
2023
Q1 		$5.7M Buy
217,385
+3,814
+2% +$98K 0.11% 227
2022
Q4 		$5.36M Buy
+213,571
New +$5.34M 0.11% 237

Other funds holding LQDI

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Atria Investments's LQDI Position: Q3 2023 in Review

Atria Investments sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q3 2023, closing a stake of 198,504 shares — an estimated $5.12M sold.

Atria Investments first reported a position in LQDI in Q4 2022 and held it in 3 quarters. The position peaked at $5.7M in Q1 2023. 22 funds tracked by Wall St. Rank hold LQDI as of Q3 2023.

  • Atria Investments reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Atria Investments sold 198,504 iShares Inflation Hedged Corporate Bond ETF shares in Q3 2023, an estimated $5.12M.
  • Atria Investments first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
  • Atria Investments's iShares Inflation Hedged Corporate Bond ETF position peaked at $5.7M in Q1 2023.
  • 22 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q3 2023.

Based on Atria Investments's 13F filing for Q3 2023, filed 7 Nov 2023.