Raymond James Financial Services Advisors’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Raymond James Financial Services 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
2024 Q1	–	Sell	-15,442	Closed	-$405K	–	3448
2023 Q4	$405K	Buy	15,442 +6,609	+75%	+$166K	﹤0.01%	2544
2023 Q3	$218K	Buy	+8,833	New	+$224K	﹤0.01%	2880

Other funds holding LQDI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RBFC

Roman Butler Fullerton & Co St Louis, Missouri $364M AUM 27.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SFC

Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return

Raymond James Financial Services Advisors's LQDI Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q1 2024, closing a stake of 15,442 shares — an estimated $405K sold.

Raymond James Financial Services Advisors first reported a position in LQDI in Q3 2023 and held it in 2 quarters. The position peaked at $405K in Q4 2023. 21 funds tracked by Wall St. Rank hold LQDI as of Q1 2024.

Raymond James Financial Services Advisors reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Raymond James Financial Services Advisors sold 15,442 iShares Inflation Hedged Corporate Bond ETF shares in Q1 2024, an estimated $405K.
Raymond James Financial Services Advisors first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q3 2023 and held it in 2 quarters.
Raymond James Financial Services Advisors's iShares Inflation Hedged Corporate Bond ETF position peaked at $405K in Q4 2023.
21 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.