Impact Partnership Wealth’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Impact Partnership Wealth’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
2023 Q4	–	Sell	-67	Closed	-$1.65K	–	990
2023 Q3	$1.65K	Hold	67	–	–	﹤0.01%	857
2023 Q2	$1.73K	Buy	+67	New	+$1.72K	﹤0.01%	709

Other funds holding LQDI

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

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

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

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

AAS

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Impact Partnership Wealth's LQDI Position: Q4 2023 in Review

Impact Partnership Wealth sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q4 2023, closing a stake of 67 shares — an estimated $1.65K sold.

Impact Partnership Wealth first reported a position in LQDI in Q2 2023 and held it in 2 quarters. The position peaked at $1.73K in Q2 2023. 22 funds tracked by Wall St. Rank hold LQDI as of Q4 2023.

Impact Partnership Wealth reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Impact Partnership Wealth sold 67 iShares Inflation Hedged Corporate Bond ETF shares in Q4 2023, an estimated $1.65K.
Impact Partnership Wealth first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
Impact Partnership Wealth's iShares Inflation Hedged Corporate Bond ETF position peaked at $1.73K in Q2 2023.
22 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.