Copperleaf Capital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Copperleaf Capital’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
2024 Q4	–	Sell	-7,033	Closed	-$795K	–	98
2024 Q3	$795K	Sell	7,033 -263	-4%	-$29.1K	0.61%	53
2024 Q2	$782K	Buy	7,296 +387	+6%	+$41.3K	0.62%	50
2024 Q1	$752K	Sell	6,909 -2,540	-27%	-$276K	0.65%	47
2023 Q4	$1.05M	Buy	9,449 +2,364	+33%	+$246K	1.06%	32
2023 Q3	$723K	Buy	+7,085	New	+$747K	0.78%	41
2022 Q4	–	Sell	-5,373	Closed	-$550K	–	72
2022 Q3	$550K	Buy	+5,373	New	+$592K	0.59%	46
2020 Q1	–	Sell	-18,401	Closed	-$2.35M	–	48
2019 Q4	$2.35M	Buy	+18,401	New	+$2.34M	2.39%	12

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Copperleaf Capital's LQD Position: Q4 2024 in Review

Copperleaf Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 7,033 shares — an estimated $795K sold.

Copperleaf Capital first reported a position in LQD in Q4 2019 and held it in 7 quarters. The position peaked at $2.35M in Q4 2019. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Copperleaf Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Copperleaf Capital sold 7,033 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $795K.
Copperleaf Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 7 quarters.
Copperleaf Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.35M in Q4 2019.
1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Copperleaf Capital's 13F filing for Q4 2024, filed 30 Jan 2025.