Beacon Pointe Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.78M | Buy |
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2025
Q2 | $4.14M | Sell |
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2025
Q1 | $4.2M | Buy |
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|
2024
Q4 | $3.27M | Sell |
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|
2024
Q3 | $4.33M | Buy |
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|
2024
Q2 | $3.15M | Buy |
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|
2024
Q1 | $3.19M | Sell |
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|
2023
Q4 | $3.61M | Sell |
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2023
Q3 | $3.34M | Buy |
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|
2023
Q2 | $3.36M | Sell |
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|
2023
Q1 | $3.8M | Buy |
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|
2022
Q4 | $3.36M | Buy |
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|
2022
Q3 | $2.31M | Sell |
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|
2022
Q2 | $3.62M | Sell |
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|
2022
Q1 | $4.6M | Buy |
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|
2021
Q4 | $3.1M | Sell |
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|
2021
Q3 | $3.48M | Buy |
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|
2021
Q2 | $2.04M | Buy |
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|
2021
Q1 | $291K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $209K | Buy |
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