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

Atria Wealth Solutions’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
2022
Q2 		– Sell
-164,420
Closed -$4.77M – 1783
2022
Q1 		$4.77M Buy
+164,420
New +$4.79M 0.08% 264

Other funds holding LQDI

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JCIA
Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return

Atria Wealth Solutions's LQDI Position: Q2 2022 in Review

Atria Wealth Solutions sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q2 2022, closing a stake of 164,420 shares — an estimated $4.77M sold.

Atria Wealth Solutions first reported a position in LQDI in Q1 2022 and held it in 1 quarter. The position peaked at $4.77M in Q1 2022. 27 funds tracked by Wall St. Rank hold LQDI as of Q2 2022.

  • Atria Wealth Solutions reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 164,420 iShares Inflation Hedged Corporate Bond ETF shares in Q2 2022, an estimated $4.77M.
  • Atria Wealth Solutions first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's iShares Inflation Hedged Corporate Bond ETF position peaked at $4.77M in Q1 2022.
  • 27 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.