Coppell Advisory Solutions’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-1,849	Closed	-$198K	–	1194
2024 Q4	$198K	Buy	1,849 +579	+46%	+$63.4K	0.03%	277
2024 Q3	$144K	Sell	1,270 -2,917	-70%	-$323K	0.02%	338
2024 Q2	$449K	Buy	+4,187	New	+$447K	0.07%	162
2023 Q4	$1.86M	Sell	16,844 -11,626	-41%	-$1.21M	0.37%	62
2023 Q3	$3M	Buy	28,470 +24,175	+563%	+$2.55M	1.03%	18
2023 Q2	$461K	Sell	4,295 -12,850	-75%	-$1.39M	0.13%	123
2023 Q1	$1.86M	Sell	17,145 -13,966	-45%	-$1.51M	0.61%	39
2022 Q4	$3.28M	Buy	+31,111	New	+$3.26M	1.11%	12
2020 Q4	$5.77M	Buy	+41,757	New	+$5.69M	2.91%	5

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coppell Advisory Solutions's LQD Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 1,849 shares — an estimated $198K sold.

Coppell Advisory Solutions first reported a position in LQD in Q4 2020 and held it in 9 quarters. The position peaked at $5.77M in Q4 2020. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

Coppell Advisory Solutions reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 1,849 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $198K.
Coppell Advisory Solutions first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 9 quarters.
Coppell Advisory Solutions's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.77M in Q4 2020.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.