C.M. Bidwell & Associates’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

C.M. Bidwell & Associates’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
2024 Q2	–	Sell	-950	Closed	-$24.8K	–	513
2024 Q1	$24.8K	Hold	950	–	–	0.02%	254
2023 Q4	$24.9K	Sell	950 -600	-39%	-$15K	0.02%	258
2023 Q3	$38.2K	Hold	1,550	–	–	0.03%	298
2023 Q2	$40K	Sell	1,550 -300	-16%	-$7.72K	0.03%	298
2023 Q1	$48.5K	Hold	1,850	–	–	0.04%	298
2022 Q4	$46.5K	Hold	1,850	–	–	0.04%	295
2022 Q3	$45K	Buy	+1,850	New	+$48.8K	0.04%	278

Other funds holding LQDI

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 $43.3B AUM 29.3% 1-Year Est. Return

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

C.M. Bidwell & Associates's LQDI Position: Q2 2024 in Review

C.M. Bidwell & Associates sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q2 2024, closing a stake of 950 shares — an estimated $24.8K sold.

C.M. Bidwell & Associates first reported a position in LQDI in Q3 2022 and held it in 7 quarters. The position peaked at $48.5K in Q1 2023. 20 funds tracked by Wall St. Rank hold LQDI as of Q2 2024.

C.M. Bidwell & Associates reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
C.M. Bidwell & Associates sold 950 iShares Inflation Hedged Corporate Bond ETF shares in Q2 2024, an estimated $24.8K.
C.M. Bidwell & Associates first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q3 2022 and held it in 7 quarters.
C.M. Bidwell & Associates's iShares Inflation Hedged Corporate Bond ETF position peaked at $48.5K in Q1 2023.
20 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q2 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.