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Perigon Wealth Management’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Perigon Wealth Management’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
2022
Q2 		– Sell
-29,838
Closed -$866K – 600
2022
Q1 		$866K Buy
+29,838
New +$869K 0.06% 260

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CG
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Citadel Advisors
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JCIA
Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return

Perigon Wealth Management's LQDI Position: Q2 2022 in Review

Perigon Wealth Management sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q2 2022, closing a stake of 29,838 shares — an estimated $866K sold.

Perigon Wealth Management first reported a position in LQDI in Q1 2022 and held it in 1 quarter. The position peaked at $866K in Q1 2022. 27 funds tracked by Wall St. Rank hold LQDI as of Q2 2022.

  • Perigon Wealth Management reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Perigon Wealth Management sold 29,838 iShares Inflation Hedged Corporate Bond ETF shares in Q2 2022, an estimated $866K.
  • Perigon Wealth Management first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Perigon Wealth Management's iShares Inflation Hedged Corporate Bond ETF position peaked at $866K in Q1 2022.
  • 27 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q2 2022.

Based on Perigon Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.