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Copia Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Copia Wealth Management’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
2026
Q2 		$1.92M Sell
17,646
-709
-4% -$77.3K 1.16% 25
2026
Q1 		$2M Buy
18,355
+1,218
+7% +$134K 1.37% 19
2025
Q4 		$1.89M Buy
17,137
+1,488
+10% +$165K 1.35% 19
2025
Q3 		$1.74M Buy
15,649
+1,762
+13% +$194K 1.3% 21
2025
Q2 		$1.52M Sell
13,887
-3,591
-21% -$385K 1.28% 20
2025
Q1 		$1.9M Buy
17,478
+669
+4% +$72.1K 1.76% 15
2024
Q4 		$1.8M Buy
+16,809
New +$1.84M 1.71% 15

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Copia Wealth Management's LQD Position: Q2 2026 in Review

Copia Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.9% in Q2 2026, selling an estimated $77.3K and leaving 17,646 shares worth $1.92M. The position accounts for 1.16% of the portfolio, ranked #25.

Copia Wealth Management first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2M in Q1 2026. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Copia Wealth Management held 17,646 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.92M as of Q2 2026.
  • Copia Wealth Management sold 709 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $77.3K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.16% of Copia Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Copia Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2M in Q1 2026.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.