UBS Group
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UBS Group’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

UBS Group’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
2025
Q3 		– Sell
-83
Closed -$2.19K – 10660
2025
Q2 		$2.19K Buy
+83
New +$2.14K ﹤0.01% 9508
2025
Q1 		– Sell
-48
Closed -$1.22K – 10513
2024
Q4 		$1.22K Sell
48
-113
-70% -$2.96K ﹤0.01% 9286
2024
Q3 		$4.32K Buy
161
+159
+7,950% +$4.18K ﹤0.01% 8154
2024
Q2 		$52 Sell
2
-81
-98% -$2.09K ﹤0.01% 9232
2024
Q1 		$2.17K Sell
83
-1,118
-93% -$29K ﹤0.01% 7968
2023
Q4 		$31.5K Buy
1,201
+897
+295% +$22.5K ﹤0.01% 6817
2023
Q3 		$7.49K Sell
304
-2,580
-89% -$65.4K ﹤0.01% 7227
2023
Q2 		$74.4K Buy
2,884
+2,873
+26,118% +$73.9K ﹤0.01% 6225
2023
Q1 		$288 Sell
11
-1,112
-99% -$28.6K ﹤0.01% 9095
2022
Q4 		$28.2K Buy
+1,123
New +$28.1K ﹤0.01% 7300
2022
Q3 		– Sell
-7,360
Closed -$191K – 10674
2022
Q2 		$191K Buy
+7,360
New +$201K ﹤0.01% 4952
2021
Q1 		– Sell
-237
Closed -$7K – 9273
2020
Q4 		$7K Sell
237
-51
-18% -$1.45K ﹤0.01% 7694
2020
Q3 		$8K Sell
288
-45
-14% -$1.25K ﹤0.01% 7016
2020
Q2 		$9K Buy
+333
New +$8.48K ﹤0.01% 7083

Other funds holding LQDI

SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

UBS Group's LQDI Position: Q3 2025 in Review

UBS Group sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q3 2025, closing a stake of 83 shares — an estimated $2.19K sold.

UBS Group first reported a position in LQDI in Q2 2020 and held it in 14 quarters. The position peaked at $191K in Q2 2022. 17 funds tracked by Wall St. Rank hold LQDI as of Q3 2025.

  • UBS Group reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 83 iShares Inflation Hedged Corporate Bond ETF shares in Q3 2025, an estimated $2.19K.
  • UBS Group first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q2 2020 and held it in 14 quarters.
  • UBS Group's iShares Inflation Hedged Corporate Bond ETF position peaked at $191K in Q2 2022.
  • 17 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.