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

Cascade Financial Partners’s Portfolio LQD Stock Details LQD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$523K	Sell
2025 Q3	$825K	Hold
2025 Q2	$811K	Sell
2025 Q1	$816K	Sell
2024 Q4	$1.07M	Hold
2024 Q3	$1.1M	Sell
2024 Q2	$1.1M	Sell
2024 Q1	$1.1M	Buy