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Retirement Guys Formula’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Retirement Guys Formula’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
2023
Q2 		– Sell
-89,920
Closed -$2.36M – 127
2023
Q1 		$2.36M Buy
+89,920
New +$2.31M 1.69% 16
2022
Q1 		– Sell
-155,807
Closed -$4.77M – 142
2021
Q4 		$4.77M Buy
+155,807
New +$4.75M 3.78% 7

Other funds holding LQDI

AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Retirement Guys Formula's LQDI Position: Q2 2023 in Review

Retirement Guys Formula sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q2 2023, closing a stake of 89,920 shares — an estimated $2.36M sold.

Retirement Guys Formula first reported a position in LQDI in Q4 2021 and held it in 2 quarters. The position peaked at $4.77M in Q4 2021. 21 funds tracked by Wall St. Rank hold LQDI as of Q2 2023.

  • Retirement Guys Formula reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Retirement Guys Formula sold 89,920 iShares Inflation Hedged Corporate Bond ETF shares in Q2 2023, an estimated $2.36M.
  • Retirement Guys Formula first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Retirement Guys Formula's iShares Inflation Hedged Corporate Bond ETF position peaked at $4.77M in Q4 2021.
  • 21 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q2 2023.

Based on Retirement Guys Formula's 13F filing for Q2 2023, filed 17 Jul 2023.