LPL Financial
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LPL Financial’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

LPL Financial’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 		$7.97M Sell
304,814
-6,574
-2% -$174K ﹤0.01% 2190
2025
Q4 		$8.25M Buy
311,388
+19,852
+7% +$530K ﹤0.01% 2090
2025
Q3 		$7.85M Buy
291,536
+45,480
+18% +$1.21M ﹤0.01% 2096
2025
Q2 		$6.48M Sell
246,056
-69,625
-22% -$1.79M ﹤0.01% 2094
2025
Q1 		$8.27M Sell
315,681
-97,519
-24% -$2.53M ﹤0.01% 1744
2024
Q4 		$10.5M Buy
413,200
+48,843
+13% +$1.28M ﹤0.01% 1506
2024
Q3 		$9.77M Buy
364,357
+20,485
+6% +$538K ﹤0.01% 1480
2024
Q2 		$8.89M Buy
343,872
+205,607
+149% +$5.29M ﹤0.01% 1449
2024
Q1 		$3.62M Buy
138,265
+103,304
+295% +$2.68M ﹤0.01% 2040
2023
Q4 		$917K Buy
34,961
+7,907
+29% +$198K ﹤0.01% 3118
2023
Q3 		$666K Buy
27,054
+18,309
+209% +$464K ﹤0.01% 3256
2023
Q2 		$226K Buy
+8,745
New +$225K ﹤0.01% 4067

Other funds holding LQDI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SI
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial's LQDI Position: Q1 2026 in Review

LPL Financial reduced its iShares Inflation Hedged Corporate Bond ETF (LQDI) stake by 2.1% in Q1 2026, selling an estimated $174K and leaving 304,814 shares worth $7.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2190.

LPL Financial first reported a position in LQDI in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.5M in Q4 2024. 21 funds tracked by Wall St. Rank hold LQDI as of Q1 2026.

  • LPL Financial held 304,814 shares of iShares Inflation Hedged Corporate Bond ETF worth $7.97M as of Q1 2026.
  • LPL Financial sold 6,574 iShares Inflation Hedged Corporate Bond ETF shares in Q1 2026, an estimated $174K.
  • iShares Inflation Hedged Corporate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2190 holding.
  • LPL Financial first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • LPL Financial's iShares Inflation Hedged Corporate Bond ETF position peaked at $10.5M in Q4 2024.
  • 21 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.