Cascadia Advisory Services’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
2021
Q3
$1.71M Buy
12,838
+1,143
+10% +$152K 0.35% 95
2021
Q2
$1.57M Buy
11,695
+2,388
+26% +$321K 0.34% 99
2021
Q1
$1.21M Buy
+9,307
New +$1.21M 0.27% 107
2020
Q3
$1.4M Buy
10,413
+2,850
+38% +$384K 0.39% 81
2020
Q2
$1.02M Buy
+7,563
New +$1.02M 0.31% 90