Fort Point Capital Partners’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 | $389K | Sell |
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2025
Q2 | $394K | Sell |
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2025
Q1 | $548K | Sell |
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2024
Q4 | $582K | Sell |
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|
2024
Q3 | $619K | Sell |
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|
2024
Q2 | $611K | Buy |
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|
2024
Q1 | $590K | Sell |
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|
2023
Q4 | $620K | Sell |
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|
2023
Q3 | $693K | Sell |
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|
2023
Q2 | $1.69M | Buy |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $1.26M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $224K | Hold |
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|
2017
Q1 | $219K | Hold |
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|
2016
Q4 | $219K | Sell |
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|
2016
Q3 | $655K | Buy |
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|
2016
Q2 | $608K | Buy |
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|
2016
Q1 | $337K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $264K | Buy |
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