Running Point Capital 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 | $1.72M | Buy |
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2025
Q2 | $1.55M | Buy |
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2025
Q1 | $1.48M | Buy |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $1.18M | Buy |
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2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.18M | Sell |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.28M | Sell |
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|
2020
Q4 | $1.64M | Buy |
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