Copperwynd Financial’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Copperwynd Financial’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	-21,884	Closed	-$2.47M	–	144
2024 Q3	$2.47M	Buy	+21,884	New	+$2.42M	0.74%	24
2021 Q1	–	Sell	-9,726	Closed	-$1.34M	–	119
2020 Q4	$1.34M	Buy	+9,726	New	+$1.32M	0.65%	26
2020 Q1	–	Sell	-13,418	Closed	-$1.72M	–	99
2019 Q4	$1.72M	Buy	+13,418	New	+$1.71M	0.91%	28

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

Copperwynd Financial's LQD Position: Q4 2024 in Review

Copperwynd Financial sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 21,884 shares — an estimated $2.47M sold.

Copperwynd Financial first reported a position in LQD in Q4 2019 and held it in 3 quarters. The position peaked at $2.47M in Q3 2024. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Copperwynd Financial reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Copperwynd Financial sold 21,884 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $2.47M.
Copperwynd Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
Copperwynd Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.47M in Q3 2024.
1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Copperwynd Financial's 13F filing for Q4 2024, filed 10 Feb 2025.