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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,743	Closed	-$523K	–	276
2025 Q4	$523K	Sell	4,743 -2,656	-36%	-$295K	0.05%	165
2025 Q3	$825K	Hold	7,399	–	–	0.09%	130
2025 Q2	$811K	Sell	7,399 -106	-1%	-$11.4K	0.1%	126
2025 Q1	$816K	Sell	7,505 -2,510	-25%	-$270K	0.1%	115
2024 Q4	$1.07M	Hold	10,015	–	–	0.14%	95
2024 Q3	$1.1M	Sell	10,015 -293	-3%	-$32.4K	0.14%	96
2024 Q2	$1.1M	Sell	10,308 -88	-0.8%	-$9.39K	0.15%	92
2024 Q1	$1.1M	Buy	+10,396	New	+$1.13M	0.16%	91

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Cascade Financial Partners's LQD Position: Q1 2026 in Review

Cascade Financial Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 4,743 shares — an estimated $523K sold.

Cascade Financial Partners first reported a position in LQD in Q1 2024 and held it in 8 quarters. The position peaked at $1.1M in Q2 2024. 1,102 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Cascade Financial Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Cascade Financial Partners sold 4,743 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $523K.
Cascade Financial Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2024 and held it in 8 quarters.
Cascade Financial Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.1M in Q2 2024.
1,102 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.