Kestra Advisory Services’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Kestra Advisory Services’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
2026 Q1	$696K	Buy	26,620 +846	+3%	+$22.4K	﹤0.01%	1979
2025 Q4	$682K	Sell	25,774 -1,140	-4%	-$30.5K	﹤0.01%	1930
2025 Q3	$724K	Sell	26,914 -17,783	-40%	-$472K	﹤0.01%	1813
2025 Q2	$1.18M	Buy	+44,697	New	+$1.15M	0.01%	1381
2025 Q1	–	Sell	-47,716	Closed	-$1.21M	–	2841
2024 Q4	$1.21M	Buy	+47,716	New	+$1.25M	0.01%	1288
2024 Q3	–	Sell	-29,845	Closed	-$772K	–	2663
2024 Q2	$772K	Buy	+29,845	New	+$769K	﹤0.01%	1486

Other funds holding LQDI

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

Kestra Advisory Services's LQDI Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares Inflation Hedged Corporate Bond ETF (LQDI) stake by 3.3% in Q1 2026, buying an estimated $22.4K and bringing the position to 26,620 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Kestra Advisory Services first reported a position in LQDI in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q4 2024. 21 funds tracked by Wall St. Rank hold LQDI as of Q1 2026.

Kestra Advisory Services held 26,620 shares of iShares Inflation Hedged Corporate Bond ETF worth $696K as of Q1 2026.
Kestra Advisory Services bought 846 iShares Inflation Hedged Corporate Bond ETF shares in Q1 2026, an estimated $22.4K.
iShares Inflation Hedged Corporate Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1979 holding.
Kestra Advisory Services first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q2 2024 and has held it in 6 quarters since.
Kestra Advisory Services's iShares Inflation Hedged Corporate Bond ETF position peaked at $1.21M in Q4 2024.
21 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.