Envestnet Asset Management
LQDI icon

Envestnet Asset Management’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Envestnet Asset Management’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
2026
Q1 		$8.81M Buy
337,006
+26,930
+9% +$712K ﹤0.01% 1913
2025
Q4 		$8.21M Buy
310,076
+34,394
+12% +$919K ﹤0.01% 1827
2025
Q3 		$7.42M Buy
275,682
+25,663
+10% +$682K ﹤0.01% 1968
2025
Q2 		$6.58M Buy
250,019
+28,081
+13% +$723K ﹤0.01% 2018
2025
Q1 		$5.81M Buy
221,938
+118,226
+114% +$3.06M ﹤0.01% 2017
2024
Q4 		$2.64M Buy
103,712
+23,081
+29% +$605K ﹤0.01% 2526
2024
Q3 		$2.16M Buy
80,631
+7,535
+10% +$198K ﹤0.01% 2603
2024
Q2 		$1.89M Buy
73,096
+6,550
+10% +$169K ﹤0.01% 2637
2024
Q1 		$1.74M Buy
66,546
+6,968
+12% +$181K ﹤0.01% 2667
2023
Q4 		$1.56M Sell
59,578
-389
-0.6% -$9.74K ﹤0.01% 2619
2023
Q3 		$1.48M Buy
59,967
+3,718
+7% +$94.3K ﹤0.01% 2537
2023
Q2 		$1.45M Buy
56,249
+5,318
+10% +$137K ﹤0.01% 2488
2023
Q1 		$1.33M Buy
50,931
+5,264
+12% +$135K ﹤0.01% 2466
2022
Q4 		$1.15M Buy
45,667
+2,759
+6% +$69K ﹤0.01% 2535
2022
Q3 		$1.03M Sell
42,908
-7,731
-15% -$204K ﹤0.01% 2543
2022
Q2 		$1.31M Buy
50,639
+1,878
+4% +$51.2K ﹤0.01% 2383
2022
Q1 		$1.42M Buy
+48,761
New +$1.42M ﹤0.01% 2407

Other funds holding LQDI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management's LQDI Position: Q1 2026 in Review

Envestnet Asset Management increased its iShares Inflation Hedged Corporate Bond ETF (LQDI) stake by 8.7% in Q1 2026, buying an estimated $712K and bringing the position to 337,006 shares worth $8.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

Envestnet Asset Management first reported a position in LQDI in Q1 2022 and has held it in 17 quarters since. 21 funds tracked by Wall St. Rank hold LQDI as of Q1 2026.

  • Envestnet Asset Management held 337,006 shares of iShares Inflation Hedged Corporate Bond ETF worth $8.81M as of Q1 2026.
  • Envestnet Asset Management bought 26,930 iShares Inflation Hedged Corporate Bond ETF shares in Q1 2026, an estimated $712K.
  • iShares Inflation Hedged Corporate Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1913 holding.
  • Envestnet Asset Management first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 21 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.