Strategic Financial Concepts’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

Strategic Financial Concepts’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 Q4	–	Sell	-9,290	Closed	-$249K	–	333
2024 Q3	$249K	Sell	9,290 -224,431	-96%	-$5.9M	0.08%	206
2024 Q2	$8.97K	Buy	233,721 +224,144	+2,340%	+$5.77M	0.01%	420
2024 Q1	$250K	Buy	+9,577	New	+$248K	0.06%	258
2023 Q4	–	Sell	-9,043	Closed	-$223K	–	211
2023 Q3	$223K	Buy	+9,043	New	+$229K	0.08%	228

Other funds holding LQDI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Strategic Financial Concepts's LQDI Position: Q4 2024 in Review

Strategic Financial Concepts sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q4 2024, closing a stake of 9,290 shares — an estimated $249K sold.

Strategic Financial Concepts first reported a position in LQDI in Q3 2023 and held it in 4 quarters. The position peaked at $250K in Q1 2024. 21 funds tracked by Wall St. Rank hold LQDI as of Q4 2024.

Strategic Financial Concepts reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Strategic Financial Concepts sold 9,290 iShares Inflation Hedged Corporate Bond ETF shares in Q4 2024, an estimated $249K.
Strategic Financial Concepts first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q3 2023 and held it in 4 quarters.
Strategic Financial Concepts's iShares Inflation Hedged Corporate Bond ETF position peaked at $250K in Q1 2024.
21 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q4 2024.

Based on Strategic Financial Concepts's 13F filing for Q4 2024, filed 28 Jan 2025.