SimpliFi Inc’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

SimpliFi Inc’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
2026 Q3	$914K	Buy	36,772 +412	+1%	+$10.6K	0.37%	19
2026 Q2	$956K	Sell	36,360 -3,948	-10%	-$104K	0.38%	19
2026 Q1	$1.05M	Sell	40,308 -1,678	-4%	-$44.4K	0.44%	19
2025 Q4	$1.11M	Sell	41,986 -1,434,412	-97%	-$38.3M	0.47%	18
2025 Q3	$39.7M	Buy	1,476,398 +28,467	+2%	+$756K	17%	1
2025 Q2	$38.1M	Buy	1,447,931 +10,497	+0.7%	+$270K	16.8%	1
2025 Q1	$37.6M	Buy	+1,437,434	New	+$37.2M	17.28%	1
2022 Q1	–	Sell	-400,701	Closed	-$12.3M	–	35
2021 Q4	$12.3M	Buy	+400,701	New	+$12.2M	5.35%	7

Other funds holding LQDI

Stronghold Wealth Management Tampa, Florida $72.4M AUM 15.8% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

SimpliFi Inc's LQDI Position: Q3 2026 in Review

SimpliFi Inc increased its iShares Inflation Hedged Corporate Bond ETF (LQDI) stake by 1.1% in Q3 2026, buying an estimated $10.6K and bringing the position to 36,772 shares worth $914K. The position accounts for 0.37% of the portfolio, ranked #19.

SimpliFi Inc first reported a position in LQDI in Q4 2021 and has held it in 8 quarters since. The position peaked at $39.7M in Q3 2025. 3 funds tracked by Wall St. Rank hold LQDI as of Q3 2026.

SimpliFi Inc held 36,772 shares of iShares Inflation Hedged Corporate Bond ETF worth $914K as of Q3 2026.
SimpliFi Inc bought 412 iShares Inflation Hedged Corporate Bond ETF shares in Q3 2026, an estimated $10.6K.
iShares Inflation Hedged Corporate Bond ETF made up 0.37% of SimpliFi Inc's portfolio in Q3 2026, its #19 holding.
SimpliFi Inc first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q4 2021 and has held it in 8 quarters since.
SimpliFi Inc's iShares Inflation Hedged Corporate Bond ETF position peaked at $39.7M in Q3 2025.
3 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q3 2026.

Based on SimpliFi Inc's 13F filing for Q3 2026, filed 28 Oct 2026.