Coppell Advisory Solutions’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,849
| Closed | -$198K | – | 1194 |
|
|
2024
Q4 | $198K | Buy |
1,849
+579
| +46% | +$62K | 0.03% | 277 |
|
|
2024
Q3 | $144K | Sell |
1,270
-2,917
| -70% | -$330K | 0.02% | 338 |
|
|
2024
Q2 | $449K | Buy |
+4,187
| New | +$449K | 0.07% | 162 |
|
|
2023
Q4 | $1.86M | Sell |
16,844
-11,626
| -41% | -$1.29M | 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% | -$1.38M | 0.13% | 123 |
|
|
2023
Q1 | $1.86M | Sell |
17,145
-13,966
| -45% | -$1.52M | 0.61% | 39 |
|
|
2022
Q4 | $3.28M | Buy |
+31,111
| New | +$3.28M | 1.11% | 12 |
|
|
2020
Q4 | $5.77M | Buy |
+41,757
| New | +$5.77M | 2.91% | 5 |
|