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Running Point Capital Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Running Point Capital Advisors’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.67M Sell
15,196
-197
-1% -$21.9K 0.46% 46
2025
Q3 		$1.72M Buy
15,393
+1,293
+9% +$142K 0.46% 43
2025
Q2 		$1.55M Buy
14,100
+502
+4% +$53.9K 0.43% 44
2025
Q1 		$1.48M Buy
13,598
+616
+5% +$66.4K 0.47% 44
2024
Q4 		$1.39M Buy
12,982
+1,458
+13% +$160K 0.48% 39
2024
Q3 		$1.3M Buy
11,524
+488
+4% +$54K 0.5% 40
2024
Q2 		$1.18M Buy
11,036
+565
+5% +$60.3K 0.49% 41
2024
Q1 		$1.14M Sell
10,471
-208
-2% -$22.6K 0.51% 41
2023
Q4 		$1.18M Buy
10,679
+3
+0% +$312 0.58% 39
2023
Q3 		$1.09M Buy
10,676
+343
+3% +$36.2K 0.63% 32
2023
Q2 		$1.12M Buy
10,333
+512
+5% +$55.4K 0.63% 31
2023
Q1 		$1.08M Buy
9,821
+260
+3% +$28.2K 0.65% 32
2022
Q4 		$1.01M Sell
9,561
-1,287
-12% -$135K 0.62% 31
2022
Q3 		$1.11M Buy
10,848
+271
+3% +$29.9K 0.74% 30
2022
Q2 		$1.16M Buy
10,577
+779
+8% +$88K 0.75% 26
2022
Q1 		$1.19M Buy
9,798
+900
+10% +$112K 0.69% 23
2021
Q4 		$1.18M Sell
8,898
-868
-9% -$115K 0.71% 24
2021
Q3 		$1.3M Buy
9,766
+797
+9% +$108K 0.58% 33
2021
Q2 		$1.21M Sell
8,969
-839
-9% -$111K 0.55% 37
2021
Q1 		$1.28M Sell
9,808
-2,052
-17% -$273K 0.7% 29
2020
Q4 		$1.64M Buy
+11,860
New +$1.62M 0.96% 26

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Running Point Capital Advisors's LQD Position: Q4 2025 in Review

Running Point Capital Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.3% in Q4 2025, selling an estimated $21.9K and leaving 15,196 shares worth $1.67M. The position accounts for 0.46% of the portfolio, ranked #46.

Running Point Capital Advisors first reported a position in LQD in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.72M in Q3 2025. 1,143 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

  • Running Point Capital Advisors held 15,196 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.67M as of Q4 2025.
  • Running Point Capital Advisors sold 197 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $21.9K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.46% of Running Point Capital Advisors's portfolio in Q4 2025, its #46 holding.
  • Running Point Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Running Point Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.72M in Q3 2025.
  • 1,143 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.