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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
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 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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 $44.6B AUM 28.94% 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

NewEdge Advisors's LQDI Position: Q1 2026 in Review

NewEdge Advisors increased its iShares Inflation Hedged Corporate Bond ETF (LQDI) stake by 1.4% in Q1 2026, buying an estimated $31.4K and bringing the position to 86,584 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #1045.

NewEdge Advisors first reported a position in LQDI in Q4 2023 and has held it in 10 quarters since. 21 funds tracked by Wall St. Rank hold LQDI as of Q1 2026.

  • NewEdge Advisors held 86,584 shares of iShares Inflation Hedged Corporate Bond ETF worth $2.26M as of Q1 2026.
  • NewEdge Advisors bought 1,186 iShares Inflation Hedged Corporate Bond ETF shares in Q1 2026, an estimated $31.4K.
  • iShares Inflation Hedged Corporate Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1045 holding.
  • NewEdge Advisors first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 21 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.