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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.52M Sell
13,887
-3,591
-21% -$394K 1.28% 20
2025
Q1 		$1.9M Buy
17,478
+669
+4% +$72.7K 1.76% 15
2024
Q4 		$1.8M Buy
+16,809
New +$1.8M 1.71% 15