Avantax Advisory Services’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
107,303
+7,091
| +7% | +$187K | 0.02% | 645 |
|
|
2025
Q1 | $2.62M | Buy |
100,212
+16,175
| +19% | +$424K | 0.02% | 637 |
|
|
2024
Q4 | $2.14M | Buy |
84,037
+8,645
| +11% | +$220K | 0.01% | 683 |
|
|
2024
Q3 | $2.02M | Buy |
75,392
+8,226
| +12% | +$221K | 0.01% | 689 |
|
|
2024
Q2 | $1.74M | Buy |
67,166
+5,829
| +10% | +$151K | 0.01% | 716 |
|
|
2024
Q1 | $1.6M | Buy |
61,337
+8,256
| +16% | +$216K | 0.01% | 599 |
|
|
2023
Q4 | $1.39M | Buy |
53,081
+9,159
| +21% | +$240K | 0.01% | 613 |
|
|
2023
Q3 | $1.08M | Buy |
43,922
+12,407
| +39% | +$306K | 0.01% | 658 |
|
|
2023
Q2 | $813K | Buy |
31,515
+9,947
| +46% | +$257K | 0.01% | 758 |
|
|
2023
Q1 | $565K | Buy |
21,568
+8,189
| +61% | +$215K | 0.01% | 864 |
|
|
2022
Q4 | $336K | Buy |
13,379
+4,428
| +49% | +$111K | ﹤0.01% | 1046 |
|
|
2022
Q3 | $216K | Buy |
+8,951
| New | +$216K | ﹤0.01% | 1175 |
|