Coppell Advisory Solutions’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
Q1
Sell
2024
Q4
$198K Buy
2024
Q3
$144K Sell
2024
Q2
$449K Buy
2023
Q4
$1.86M Sell
2023
Q3
$3M Buy
2023
Q2
$461K Sell
2023
Q1
$1.86M Sell
2022
Q4
$3.28M Buy
2020
Q4
$5.77M Buy