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iShares IBoxx $ Invest Grade Corp Bd shares owned by Copia Wealth Management

Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Copia Wealth Management from 13F filings

Historical chart of Copia Wealth Management investment in iShares IBoxx $ Invest Grade Corp Bd

Tip: Access up to 7 years of quarterly data

All positions including iShares IBoxx $ Invest Grade Corp Bd held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 16k 111.47
2025-06-30 $1.5M 14k 109.61
2025-03-31 $1.9M 18k 108.69
2024-12-31 $1.8M 17k 106.84

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View all positions for Copia Wealth Management

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Meiji Yasuda Life Insurance Company
Nuveen
Morgan Stanley
Citadel Advisors
BlackRock
Goldman Sachs Group
Japan Science & Technology Agency
Financial Engines Advisors L.L.C
Wealthfront Advisers
Barclays
Jane Street
King Street Capital Management
TD Asset Management
Brevan Howard Capital Management
Wells Fargo & Company

View all funds holding iShares IBoxx $ Invest Grade Corp Bd