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
Q2 		$8.6M Buy
327,199
+22,385
+7% +$591K ﹤0.01% 2294
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 $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
TGAM
TBH Global Asset Management Brentwood, Tennessee $546M AUM 26.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial's LQDI Position: Q2 2026 in Review

LPL Financial increased its iShares Inflation Hedged Corporate Bond ETF (LQDI) stake by 7.3% in Q2 2026, buying an estimated $591K and bringing the position to 327,199 shares worth $8.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2294.

LPL Financial first reported a position in LQDI in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.5M in Q4 2024. 21 funds tracked by Wall St. Rank hold LQDI as of Q2 2026.

  • LPL Financial held 327,199 shares of iShares Inflation Hedged Corporate Bond ETF worth $8.6M as of Q2 2026.
  • LPL Financial bought 22,385 iShares Inflation Hedged Corporate Bond ETF shares in Q2 2026, an estimated $591K.
  • iShares Inflation Hedged Corporate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2294 holding.
  • LPL Financial first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q2 2023 and has held it in 13 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 Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.