Financial Synergies Wealth Advisors’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-88,918	Closed	-$2.58M	–	492
2022 Q1	$2.58M	Buy	88,918 +354	+0.4%	+$10.3K	0.41%	23
2021 Q4	$2.71M	Buy	+88,564	New	+$2.7M	0.37%	25

Other funds holding LQDI

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JCIA

Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return

Financial Synergies Wealth Advisors's LQDI Position: Q2 2022 in Review

Financial Synergies Wealth Advisors sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q2 2022, closing a stake of 88,918 shares — an estimated $2.58M sold.

Financial Synergies Wealth Advisors first reported a position in LQDI in Q4 2021 and held it in 2 quarters. The position peaked at $2.71M in Q4 2021. 27 funds tracked by Wall St. Rank hold LQDI as of Q2 2022.

Financial Synergies Wealth Advisors reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 88,918 iShares Inflation Hedged Corporate Bond ETF shares in Q2 2022, an estimated $2.58M.
Financial Synergies Wealth Advisors first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
Financial Synergies Wealth Advisors's iShares Inflation Hedged Corporate Bond ETF position peaked at $2.71M in Q4 2021.
27 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q2 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2022, filed 4 Apr 2024.