MCC
LQDI icon

Money Concepts Capital’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-5,779
Closed -$145K – 1870
2022
Q4 		$145K Buy
+5,779
New +$145K 0.01% 824
2022
Q2 		– Sell
-4,018
Closed -$117K – 2128
2022
Q1 		$117K Buy
+4,018
New +$117K 0.01% 933

Other funds holding LQDI

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Money Concepts Capital's LQDI Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q1 2023, closing a stake of 5,779 shares — an estimated $145K sold.

Money Concepts Capital first reported a position in LQDI in Q1 2022 and held it in 2 quarters. The position peaked at $145K in Q4 2022. 24 funds tracked by Wall St. Rank hold LQDI as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 5,779 iShares Inflation Hedged Corporate Bond ETF shares in Q1 2023, an estimated $145K.
  • Money Concepts Capital first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's iShares Inflation Hedged Corporate Bond ETF position peaked at $145K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.