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
Q2 		$9.35M Buy
355,942
+18,936
+6% +$500K ﹤0.01% 2002
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

MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
TGAM
TBH Global Asset Management Brentwood, Tennessee $546M AUM 26.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management's LQDI Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares Inflation Hedged Corporate Bond ETF (LQDI) stake by 5.6% in Q2 2026, buying an estimated $500K and bringing the position to 355,942 shares worth $9.35M. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Envestnet Asset Management first reported a position in LQDI in Q1 2022 and has held it in 18 quarters since. 21 funds tracked by Wall St. Rank hold LQDI as of Q2 2026.

  • Envestnet Asset Management held 355,942 shares of iShares Inflation Hedged Corporate Bond ETF worth $9.35M as of Q2 2026.
  • Envestnet Asset Management bought 18,936 iShares Inflation Hedged Corporate Bond ETF shares in Q2 2026, an estimated $500K.
  • iShares Inflation Hedged Corporate Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2002 holding.
  • Envestnet Asset Management first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 21 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.