EIP
LQDI icon

Ellis Investment Partners’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Ellis Investment Partners’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
2021
Q4 		– Sell
-200
Closed -$6K – 818
2021
Q3 		$6K Buy
+200
New +$6.02K ﹤0.01% 668

Other funds holding LQDI

SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
F4L
Fortune 45 LLC Gonzales, Louisiana $205M AUM 19.23% 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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return

Ellis Investment Partners's LQDI Position: Q4 2021 in Review

Ellis Investment Partners sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q4 2021, closing a stake of 200 shares — an estimated $6K sold.

Ellis Investment Partners first reported a position in LQDI in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 24 funds tracked by Wall St. Rank hold LQDI as of Q4 2021.

  • Ellis Investment Partners reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Ellis Investment Partners sold 200 iShares Inflation Hedged Corporate Bond ETF shares in Q4 2021, an estimated $6K.
  • Ellis Investment Partners first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Ellis Investment Partners's iShares Inflation Hedged Corporate Bond ETF position peaked at $6K in Q3 2021.
  • 24 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q4 2021.

Based on Ellis Investment Partners's 13F filing for Q4 2021, filed 1 Feb 2022.