Avantax Advisory Services’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Avantax Advisory Services’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
2025 Q2	$2.83M	Buy	107,303 +7,091	+7%	+$183K	0.02%	645
2025 Q1	$2.62M	Buy	100,212 +16,175	+19%	+$419K	0.02%	637
2024 Q4	$2.14M	Buy	84,037 +8,645	+11%	+$227K	0.01%	683
2024 Q3	$2.02M	Buy	75,392 +8,226	+12%	+$216K	0.01%	689
2024 Q2	$1.74M	Buy	67,166 +5,829	+10%	+$150K	0.01%	716
2024 Q1	$1.6M	Buy	61,337 +8,256	+16%	+$214K	0.01%	599
2023 Q4	$1.39M	Buy	53,081 +9,159	+21%	+$229K	0.01%	613
2023 Q3	$1.08M	Buy	43,922 +12,407	+39%	+$315K	0.01%	658
2023 Q2	$813K	Buy	31,515 +9,947	+46%	+$256K	0.01%	758
2023 Q1	$565K	Buy	21,568 +8,189	+61%	+$210K	0.01%	864
2022 Q4	$336K	Buy	13,379 +4,428	+49%	+$111K	﹤0.01%	1046
2022 Q3	$216K	Buy	+8,951	New	+$236K	﹤0.01%	1175

Other funds holding LQDI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Avantax Advisory Services's LQDI Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Inflation Hedged Corporate Bond ETF (LQDI) stake by 7.1% in Q2 2025, buying an estimated $183K and bringing the position to 107,303 shares worth $2.83M. The position accounts for 0.02% of the portfolio, ranked #645.

Avantax Advisory Services first reported a position in LQDI in Q3 2022 and has held it in 12 quarters since. 22 funds tracked by Wall St. Rank hold LQDI as of Q2 2025.

Avantax Advisory Services held 107,303 shares of iShares Inflation Hedged Corporate Bond ETF worth $2.83M as of Q2 2025.
Avantax Advisory Services bought 7,091 iShares Inflation Hedged Corporate Bond ETF shares in Q2 2025, an estimated $183K.
iShares Inflation Hedged Corporate Bond ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #645 holding.
Avantax Advisory Services first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q3 2022 and has held it in 12 quarters since.
22 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.