Global Retirement Partners’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Global Retirement 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
2024 Q2	–	Sell	-73	Closed	-$1.9K	–	3603
2024 Q1	$1.9K	Buy	73 +1	+1%	+$26	﹤0.01%	2771
2023 Q4	$1.88K	Buy	72 +1	+1%	+$25	﹤0.01%	2707
2023 Q3	$1.72K	Buy	71 +1	+1%	+$25	﹤0.01%	2587
2023 Q2	$1.81K	Hold	70	–	–	﹤0.01%	2581
2023 Q1	$1.81K	Buy	70 +1	+1%	+$26	﹤0.01%	2542
2022 Q4	$1.73K	Buy	69 +1	+1%	+$25	﹤0.01%	2413
2022 Q3	$2K	Buy	+68	New	+$1.79K	﹤0.01%	2265

Other funds holding LQDI

LPL Financial San Diego, California $377B AUM 19.32% 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

AAS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Global Retirement Partners's LQDI Position: Q2 2024 in Review

Global Retirement Partners sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q2 2024, closing a stake of 73 shares — an estimated $1.9K sold.

Global Retirement Partners first reported a position in LQDI in Q3 2022 and held it in 7 quarters. The position peaked at $2K in Q3 2022. 20 funds tracked by Wall St. Rank hold LQDI as of Q2 2024.

Global Retirement Partners reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Global Retirement Partners sold 73 iShares Inflation Hedged Corporate Bond ETF shares in Q2 2024, an estimated $1.9K.
Global Retirement Partners first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q3 2022 and held it in 7 quarters.
Global Retirement Partners's iShares Inflation Hedged Corporate Bond ETF position peaked at $2K in Q3 2022.
20 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.