Bank of America
LODI

Bank of America’s AAM SLC Low Duration Income ETF LODI Stock Holding History

Bank of America’s Portfolio LODI Stock Details LODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16
Closed -$404 – 8520
2025
Q3 		$404 Buy
+16
New +$404 ﹤0.01% 7620

Other funds holding LODI

SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of America's LODI Position: Q4 2025 in Review

Bank of America sold out of AAM SLC Low Duration Income ETF (LODI) in Q4 2025, closing a stake of 16 shares — an estimated $404 sold.

Bank of America first reported a position in LODI in Q3 2025 and held it in 1 quarter. The position peaked at $404 in Q3 2025. 6 funds tracked by Wall St. Rank hold LODI as of Q4 2025.

  • Bank of America reported no remaining AAM SLC Low Duration Income ETF position as of Q4 2025 after selling out during the quarter.
  • Bank of America sold 16 AAM SLC Low Duration Income ETF shares in Q4 2025, an estimated $404.
  • Bank of America first reported a position in AAM SLC Low Duration Income ETF in Q3 2025 and held it in 1 quarter.
  • Bank of America's AAM SLC Low Duration Income ETF position peaked at $404 in Q3 2025.
  • 6 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q4 2025.

Based on Bank of America's 13F filing for Q4 2025, filed 17 Feb 2026.