Cascade Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811K | Sell |
7,399
-106
| -1% | -$11.6K | 0.1% | 126 |
|
|
2025
Q1 | $816K | Sell |
7,505
-2,510
| -25% | -$273K | 0.1% | 115 |
|
|
2024
Q4 | $1.07M | Hold |
10,015
| – | – | 0.14% | 95 |
|
|
2024
Q3 | $1.1M | Sell |
10,015
-293
| -3% | -$32.1K | 0.14% | 96 |
|
|
2024
Q2 | $1.1M | Sell |
10,308
-88
| -0.8% | -$9.43K | 0.15% | 92 |
|
|
2024
Q1 | $1.1M | Buy |
+10,396
| New | +$1.1M | 0.16% | 91 |
|