HPC
Hobart Private Capital’s SPDR MarketAxess Investment Grade 400 Corporate Bond ETF LQIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.28M | Buy |
76,133
+20,685
| +37% | +$1.98M | 1.65% | 20 |
|
|
2025
Q1 | $5.27M | Buy |
55,448
+12,963
| +31% | +$1.23M | 1.32% | 23 |
|
|
2024
Q4 | $3.98M | Buy |
42,485
+11,058
| +35% | +$1.04M | 0.99% | 25 |
|
|
2024
Q3 | $3.11M | Sell |
31,427
-4,818
| -13% | -$477K | 0.8% | 28 |
|
|
2024
Q2 | $3.42M | Buy |
36,245
+15,935
| +78% | +$1.5M | 0.97% | 27 |
|
|
2024
Q1 | $1.95M | Buy |
20,310
+6,435
| +46% | +$617K | 0.59% | 31 |
|
|
2023
Q4 | $1.35M | Buy |
+13,875
| New | +$1.35M | 0.45% | 31 |
|