Spire Wealth Management’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Spire Wealth Management’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 Q1	–	Sell	-199	Closed	-$5K	–	2542
2022 Q4	$5K	Hold	199	–	–	﹤0.01%	1834
2022 Q3	$5K	Hold	199	–	–	﹤0.01%	1746
2022 Q2	$5K	Hold	199	–	–	﹤0.01%	2136
2022 Q1	$6K	Hold	199	–	–	﹤0.01%	2193
2021 Q4	$6K	Hold	199	–	–	﹤0.01%	2519
2021 Q3	$6K	Hold	199	–	–	﹤0.01%	2238
2021 Q2	$6K	Hold	199	–	–	﹤0.01%	2277
2021 Q1	$6K	Buy	+199	New	+$5.7K	﹤0.01%	2576

Other funds holding LQDI

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

RGF

Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

Spire Wealth Management's LQDI Position: Q1 2023 in Review

Spire Wealth Management sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q1 2023, closing a stake of 199 shares — an estimated $5K sold.

Spire Wealth Management first reported a position in LQDI in Q1 2021 and held it in 8 quarters. The position peaked at $6K in Q1 2022. 24 funds tracked by Wall St. Rank hold LQDI as of Q1 2023.

Spire Wealth Management reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 199 iShares Inflation Hedged Corporate Bond ETF shares in Q1 2023, an estimated $5K.
Spire Wealth Management first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's iShares Inflation Hedged Corporate Bond ETF position peaked at $6K in Q1 2022.
24 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.