AWM
LQDI icon

Axxcess Wealth Management’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Axxcess Wealth Management’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
Q1 		– Sell
-20,284
Closed -$620K – 681
2021
Q4 		$620K Buy
+20,284
New +$618K 0.05% 313

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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
F4L
Fortune 45 LLC Gonzales, Louisiana $205M AUM 19.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JCIA
Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return

Axxcess Wealth Management's LQDI Position: Q1 2022 in Review

Axxcess Wealth Management sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q1 2022, closing a stake of 20,284 shares — an estimated $620K sold.

Axxcess Wealth Management first reported a position in LQDI in Q4 2021 and held it in 1 quarter. The position peaked at $620K in Q4 2021. 24 funds tracked by Wall St. Rank hold LQDI as of Q1 2022.

  • Axxcess Wealth Management reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 20,284 iShares Inflation Hedged Corporate Bond ETF shares in Q1 2022, an estimated $620K.
  • Axxcess Wealth Management first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Axxcess Wealth Management's iShares Inflation Hedged Corporate Bond ETF position peaked at $620K in Q4 2021.
  • 24 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q1 2022.

Based on Axxcess Wealth Management's 13F filing for Q1 2022, filed 11 Aug 2022.