SimpliFi, Inc. LQDI Holdings History
SimpliFi, Inc.'s iShares Inflation Hedged Corporate Bond ETF Holding Summary
As of 2025-06-30, SimpliFi, Inc. held 1.45 Mil shares of iShares Inflation Hedged Corporate Bond ETF(LQDI), totaling $38.12 Mil. This investment constitutes 16.8% of their stock portfolio, and SimpliFi, Inc. now holds 41.37% of the outstanding iShares Inflation Hedged Corporate Bond ETF(LQDI) stock.
The initial trade took place in 2021Q4. And since then SimpliFi, Inc. has made 3 purchases of LQDI, at an average price of $26.87, for a total of 1.85 Mil shares. In addition, there have been 1 sales at an average price of $28.99 for 400,701.00 shares. Based on historical transaction data and LQDI's current price of $26.29, SimpliFi, Inc.'s estimated gain on his LQDI holdings is $12,529.10, reflecting a 0.03% gain to date.
SimpliFi, Inc. LQDI ($26.29) Holding Chart
SimpliFi, Inc. LQDI ($26.29) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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