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Lee, Danner & Bass’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-30
Closed -$763 – 514
2024
Q4 		$763 Buy
+30
New +$786 ﹤0.01% 721

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AFG
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Lee, Danner & Bass's LQDI Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q1 2025, closing a stake of 30 shares — an estimated $763 sold.

Lee, Danner & Bass first reported a position in LQDI in Q4 2024 and held it in 1 quarter. The position peaked at $763 in Q4 2024. 18 funds tracked by Wall St. Rank hold LQDI as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 30 iShares Inflation Hedged Corporate Bond ETF shares in Q1 2025, an estimated $763.
  • Lee, Danner & Bass first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares Inflation Hedged Corporate Bond ETF position peaked at $763 in Q4 2024.
  • 18 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.