Copperwynd Financial’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
2024
Q4
Sell
-21,884
Closed -$2.47M 144
2024
Q3
$2.47M Buy
+21,884
New +$2.47M 0.74% 24
2021
Q1
Sell
-9,726
Closed -$1.34M 119
2020
Q4
$1.34M Buy
+9,726
New +$1.34M 0.65% 26
2020
Q1
Sell
-13,418
Closed -$1.72M 99
2019
Q4
$1.72M Buy
+13,418
New +$1.72M 0.91% 28