Jackson Creek Investment Advisors’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Jackson Creek 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
2022 Q4	–	Sell	-42,731	Closed	-$1.03M	–	343
2022 Q3	$1.03M	Buy	42,731 +821	+2%	+$21.7K	0.48%	30
2022 Q2	$1.16M	Buy	41,910 +2,570	+7%	+$70.1K	0.47%	29
2022 Q1	$1.14M	Buy	39,340 +28,459	+262%	+$828K	0.42%	88
2021 Q4	$333K	Buy	+10,881	New	+$331K	0.12%	266

Other funds holding LQDI

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Jackson Creek Investment Advisors's LQDI Position: Q4 2022 in Review

Jackson Creek Investment Advisors sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q4 2022, closing a stake of 42,731 shares — an estimated $1.03M sold.

Jackson Creek Investment Advisors first reported a position in LQDI in Q4 2021 and held it in 4 quarters. The position peaked at $1.16M in Q2 2022. 31 funds tracked by Wall St. Rank hold LQDI as of Q4 2022.

Jackson Creek Investment Advisors reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Jackson Creek Investment Advisors sold 42,731 iShares Inflation Hedged Corporate Bond ETF shares in Q4 2022, an estimated $1.03M.
Jackson Creek Investment Advisors first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Jackson Creek Investment Advisors's iShares Inflation Hedged Corporate Bond ETF position peaked at $1.16M in Q2 2022.
31 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q4 2022.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.