Karp Capital Management’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Karp Capital Management’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 Q3	–	Sell	-152,629	Closed	-$3.96M	–	142
2022 Q2	$3.96M	Sell	152,629 -15,473	-9%	-$422K	0.7%	54
2022 Q1	$4.88M	Buy	+168,102	New	+$4.89M	0.71%	53

Other funds holding LQDI

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

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Karp Capital Management's LQDI Position: Q3 2022 in Review

Karp Capital Management sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q3 2022, closing a stake of 152,629 shares — an estimated $3.96M sold.

Karp Capital Management first reported a position in LQDI in Q1 2022 and held it in 2 quarters. The position peaked at $4.88M in Q1 2022. 28 funds tracked by Wall St. Rank hold LQDI as of Q3 2022.

Karp Capital Management reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Karp Capital Management sold 152,629 iShares Inflation Hedged Corporate Bond ETF shares in Q3 2022, an estimated $3.96M.
Karp Capital Management first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
Karp Capital Management's iShares Inflation Hedged Corporate Bond ETF position peaked at $4.88M in Q1 2022.
28 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q3 2022.

Based on Karp Capital Management's 13F filing for Q3 2022, filed 18 Oct 2022.