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

Pathway Financial Advisers’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
2025 Q1	–	Sell	-280	Closed	-$7.11K	–	305
2024 Q4	$7.11K	Buy	280 +5	+2%	+$131	﹤0.01%	376
2024 Q3	$7.38K	Buy	275 +2	+0.7%	+$53	﹤0.01%	310
2024 Q2	$7.05K	Sell	273 -5	-2%	-$129	﹤0.01%	367
2024 Q1	$7.29K	Buy	278 +1	+0.4%	+$26	﹤0.01%	368
2023 Q4	$7.26K	Buy	277 +5	+2%	+$125	﹤0.01%	384
2023 Q3	$6.71K	Buy	+272	New	+$6.9K	﹤0.01%	396
2023 Q1	$7K	Buy	267 +1	+0.4%	+$26	﹤0.01%	414
2022 Q4	$6.67K	Buy	+266	New	+$6.65K	﹤0.01%	469

Other funds holding LQDI

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

Pathway Financial Advisers's LQDI Position: Q1 2025 in Review

Pathway Financial Advisers sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q1 2025, closing a stake of 280 shares — an estimated $7.11K sold.

Pathway Financial Advisers first reported a position in LQDI in Q4 2022 and held it in 8 quarters. The position peaked at $7.38K in Q3 2024. 18 funds tracked by Wall St. Rank hold LQDI as of Q1 2025.

Pathway Financial Advisers reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Pathway Financial Advisers sold 280 iShares Inflation Hedged Corporate Bond ETF shares in Q1 2025, an estimated $7.11K.
Pathway Financial Advisers first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
Pathway Financial Advisers's iShares Inflation Hedged Corporate Bond ETF position peaked at $7.38K in Q3 2024.
18 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.