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Calton & Associates’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Calton & 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
2022
Q1 		– Sell
-40,866
Closed -$1.25M – 389
2021
Q4 		$1.25M Buy
+40,866
New +$1.24M 0.33% 76

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

Calton & Associates's LQDI Position: Q1 2022 in Review

Calton & Associates sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q1 2022, closing a stake of 40,866 shares — an estimated $1.25M sold.

Calton & Associates first reported a position in LQDI in Q4 2021 and held it in 1 quarter. The position peaked at $1.25M in Q4 2021. 24 funds tracked by Wall St. Rank hold LQDI as of Q1 2022.

  • Calton & Associates reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Calton & Associates sold 40,866 iShares Inflation Hedged Corporate Bond ETF shares in Q1 2022, an estimated $1.25M.
  • Calton & Associates first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Calton & Associates's iShares Inflation Hedged Corporate Bond ETF position peaked at $1.25M in Q4 2021.
  • 24 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q1 2022.

Based on Calton & Associates's 13F filing for Q1 2022, filed 12 Apr 2022.