Glass Jacobson Investment Advisors’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Glass Jacobson Investment 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
2025 Q2	–	Sell	-3,421	Closed	-$87.1K	–	714
2025 Q1	$87.1K	Hold	3,421	–	–	0.03%	312
2024 Q4	$87.1K	Buy	3,421 +51	+2%	+$1.34K	0.03%	312
2024 Q3	$90.4K	Buy	3,370 +36	+1%	+$946	0.03%	295
2024 Q2	$86.2K	Buy	3,334 +38	+1%	+$978	0.03%	290
2024 Q1	$86.2K	Buy	3,296 +609	+23%	+$15.8K	0.03%	293
2023 Q4	$70.5K	Buy	+2,687	New	+$67.3K	0.03%	301

Other funds holding LQDI

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Glass Jacobson Investment Advisors's LQDI Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q2 2025, closing a stake of 3,421 shares — an estimated $87.1K sold.

Glass Jacobson Investment Advisors first reported a position in LQDI in Q4 2023 and held it in 6 quarters. The position peaked at $90.4K in Q3 2024. 22 funds tracked by Wall St. Rank hold LQDI as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 3,421 iShares Inflation Hedged Corporate Bond ETF shares in Q2 2025, an estimated $87.1K.
Glass Jacobson Investment Advisors first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
Glass Jacobson Investment Advisors's iShares Inflation Hedged Corporate Bond ETF position peaked at $90.4K in Q3 2024.
22 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.