First Foundation 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
Q2 | $7.17M | Sell |
|
|||||
|
2025
Q1 | $7.32M | Sell |
|
|||||
|
2024
Q4 | $35.3M | Buy |
|
|||||
|
2024
Q3 | $34M | Buy |
|
|||||
|
2024
Q2 | $28.2M | Buy |
|
|||||
|
2024
Q1 | $27.4M | Buy |
|
|||||
|
2023
Q4 | $13.7M | Buy |
|
|||||
|
2023
Q3 | $12.5M | Buy |
|
|||||
|
2023
Q2 | $8.4M | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $262K | Sell |
|
|||||
|
2021
Q3 | $687K | Sell |
|
|||||
|
2021
Q2 | $719K | Sell |
|
|||||
|
2021
Q1 | $712K | Sell |
|
|||||
|
2020
Q4 | $1.08M | Sell |
|
|||||
|
2020
Q3 | $1.31M | Buy |
|
|||||
|
2020
Q2 | $1.03M | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $351K | Buy |
|
|||||
|
2017
Q4 | $357K | Buy |
|
|||||
|
2017
Q3 | $341K | Hold |
|
|||||
|
2017
Q2 | $339K | Sell |
|
|||||
|
2017
Q1 | $409K | Buy |
|
|||||
|
2016
Q4 | $393K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $528K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $550K | Buy |
|