Copia Wealth Management Ishares Iboxx $ Investment Gra Transaction History

Copia Wealth Management

  • $119 Billion
  • Q2 2025

A detailed history of Copia Wealth Management transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Copia Wealth Management holds 13,887 shares of LQD stock, worth $1.53 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
13,887
Previous 17,478 20.55%
Holding current value
$1.53 Million
Previous $1.9 Billion 19.87%
% of portfolio
1.28%
Previous 1.76%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$105.23 - $109.61 $377,880 - $393,609
-3,591 Reduced 20.55%
13,887 $1.52 Billion
Q1 2025

Apr 17, 2025
BUY
$105.1 - $109.61 $70,311 - $73,329
669 Added 3.98%
17,478 $1.9 Billion
Q4 2024

Mar 06, 2025
BUY
$106.56 - $113.11 $1.79 Million - $1.9 Million
16,809 New
16,809 $1.8 Billion

Others Institutions Holding LQD

# of Institutions
1,220
Shares Held
260M
Call Options Held
23.9M
Put Options Held
39.5M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
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