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Principal Securities’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Principal Securities’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
2024
Q1 		– Sell
-53
Closed -$1.39K – 3365
2023
Q4 		$1.39K Buy
+53
New +$1.33K ﹤0.01% 2890

Other funds holding LQDI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $38.8B AUM 21.88% 1-Year Est. Return
RBFC
Roman Butler Fullerton & Co St Louis, Missouri $364M AUM 27.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $405M AUM 15.78% 1-Year Est. Return

Principal Securities's LQDI Position: Q1 2024 in Review

Principal Securities sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q1 2024, closing a stake of 53 shares — an estimated $1.39K sold.

Principal Securities first reported a position in LQDI in Q4 2023 and held it in 1 quarter. The position peaked at $1.39K in Q4 2023. 21 funds tracked by Wall St. Rank hold LQDI as of Q1 2024.

  • Principal Securities reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Principal Securities sold 53 iShares Inflation Hedged Corporate Bond ETF shares in Q1 2024, an estimated $1.39K.
  • Principal Securities first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Principal Securities's iShares Inflation Hedged Corporate Bond ETF position peaked at $1.39K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q1 2024.

Based on Principal Securities's 13F filing for Q1 2024, filed 10 May 2024.