Cascadia Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cascadia Advisory Services’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
2021 Q3	$1.71M	Buy	12,838 +1,143	+10%	+$154K	0.35%	95
2021 Q2	$1.57M	Buy	11,695 +2,388	+26%	+$315K	0.34%	99
2021 Q1	$1.21M	Buy	+9,307	New	+$1.24M	0.27%	107
2020 Q3	$1.4M	Buy	10,413 +2,850	+38%	+$389K	0.39%	81
2020 Q2	$1.02M	Buy	+7,563	New	+$983K	0.31%	90

Other funds holding LQD

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MYLI

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

PGEBT

Pactiv General Employee Benefit Trust Lake Forest, Illinois $8.68M AUM 0.77% 1-Year Est. Return

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

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

Cascadia Advisory Services's LQD Position: Q3 2021 in Review

Cascadia Advisory Services increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 9.8% in Q3 2021, buying an estimated $154K and bringing the position to 12,838 shares worth $1.71M. The position accounts for 0.35% of the portfolio, ranked #95.

Cascadia Advisory Services first reported a position in LQD in Q2 2020 and has held it in 5 quarters since. 1,036 funds tracked by Wall St. Rank hold LQD as of Q3 2021.

Cascadia Advisory Services held 12,838 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.71M as of Q3 2021.
Cascadia Advisory Services bought 1,143 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $154K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.35% of Cascadia Advisory Services's portfolio in Q3 2021, its #95 holding.
Cascadia Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 5 quarters since.
1,036 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.