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 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

SimpliFi Inc's LQDI Position: Q2 2026 in Review

SimpliFi Inc reduced its iShares Inflation Hedged Corporate Bond ETF (LQDI) stake by 9.8% in Q2 2026, selling an estimated $104K and leaving 36,360 shares worth $956K. The position accounts for 0.38% of the portfolio, ranked #19.

SimpliFi Inc first reported a position in LQDI in Q4 2021 and has held it in 7 quarters since. The position peaked at $39.7M in Q3 2025. 5 funds tracked by Wall St. Rank hold LQDI as of Q2 2026.

SimpliFi Inc held 36,360 shares of iShares Inflation Hedged Corporate Bond ETF worth $956K as of Q2 2026.
SimpliFi Inc sold 3,948 iShares Inflation Hedged Corporate Bond ETF shares in Q2 2026, an estimated $104K.
iShares Inflation Hedged Corporate Bond ETF made up 0.38% of SimpliFi Inc's portfolio in Q2 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 7 quarters since.
SimpliFi Inc's iShares Inflation Hedged Corporate Bond ETF position peaked at $39.7M in Q3 2025.
5 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q2 2026.

Based on SimpliFi Inc's 13F filing for Q2 2026, filed 24 Jul 2026.