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NewEdge Advisors’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

NewEdge Advisors’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 		$2.27M Sell
86,406
-178
-0.2% -$4.7K 0.01% 1147
2026
Q1 		$2.26M Buy
86,584
+1,186
+1% +$31.4K 0.01% 1045
2025
Q4 		$2.26M Buy
85,398
+12,465
+17% +$333K 0.01% 1011
2025
Q3 		$1.96M Buy
72,933
+70,147
+2,518% +$1.86M 0.01% 1025
2025
Q2 		$73.4K Buy
2,786
+32
+1% +$824 ﹤0.01% 2541
2025
Q1 		$72.1K Sell
2,754
-3,562
-56% -$92.3K ﹤0.01% 2407
2024
Q4 		$161K Sell
6,316
-401
-6% -$10.5K ﹤0.01% 2146
2024
Q3 		$180K Buy
6,717
+5,015
+295% +$132K ﹤0.01% 2028
2024
Q2 		$44K Sell
1,702
-478
-22% -$12.3K ﹤0.01% 2382
2024
Q1 		$57K Buy
2,180
+1,513
+227% +$39.2K ﹤0.01% 2265
2023
Q4 		$17.5K Buy
+667
New +$16.7K ﹤0.01% 2624

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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

NewEdge Advisors's LQDI Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares Inflation Hedged Corporate Bond ETF (LQDI) stake by 0.21% in Q2 2026, selling an estimated $4.7K and leaving 86,406 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #1147.

NewEdge Advisors first reported a position in LQDI in Q4 2023 and has held it in 11 quarters since. 21 funds tracked by Wall St. Rank hold LQDI as of Q2 2026.

  • NewEdge Advisors held 86,406 shares of iShares Inflation Hedged Corporate Bond ETF worth $2.27M as of Q2 2026.
  • NewEdge Advisors sold 178 iShares Inflation Hedged Corporate Bond ETF shares in Q2 2026, an estimated $4.7K.
  • iShares Inflation Hedged Corporate Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1147 holding.
  • NewEdge Advisors first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 21 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.