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

CreativeOne Wealth’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
-52,158
Closed -$1.6M – 781
2021
Q4 		$1.6M Buy
+52,158
New +$1.59M 0.08% 210

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

CreativeOne Wealth's LQDI Position: Q1 2022 in Review

CreativeOne Wealth sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q1 2022, closing a stake of 52,158 shares — an estimated $1.6M sold.

CreativeOne Wealth first reported a position in LQDI in Q4 2021 and held it in 1 quarter. The position peaked at $1.6M in Q4 2021. 24 funds tracked by Wall St. Rank hold LQDI as of Q1 2022.

  • CreativeOne Wealth reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • CreativeOne Wealth sold 52,158 iShares Inflation Hedged Corporate Bond ETF shares in Q1 2022, an estimated $1.6M.
  • CreativeOne Wealth first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • CreativeOne Wealth's iShares Inflation Hedged Corporate Bond ETF position peaked at $1.6M in Q4 2021.
  • 24 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q1 2022.

Based on CreativeOne Wealth's 13F filing for Q1 2022, filed 13 May 2022.