Cascade Financial Partners, LLC Ishares Iboxx $ Investment Gra Transaction History

Cascade Financial Partners, LLC

  • $793 Billion
  • Q1 2025

A detailed history of Cascade Financial Partners, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 7,505 shares of LQD stock, worth $818,645. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,505
Previous 10,015 25.06%
Holding current value
$818,645
Previous $1.07 Billion 23.76%
% of portfolio
0.1%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$105.1 - $109.61 $263,801 - $275,121
-2,510 Reduced 25.06%
7,505 $816 Million
Q3 2024

Oct 24, 2024
SELL
$106.11 - $113.72 $31,090 - $33,319
-293 Reduced 2.84%
10,015 $1.1 Billion
Q2 2024

Jul 31, 2024
SELL
$104.54 - $108.46 $9,199 - $9,544
-88 Reduced 0.85%
10,308 $1.1 Billion
Q1 2024

May 14, 2024
BUY
$106.98 - $110.63 $1.11 Million - $1.15 Million
10,396 New
10,396 $1.1 Billion

Others Institutions Holding LQD

# of Institutions
1,214
Shares Held
260M
Call Options Held
23.9M
Put Options Held
39.4M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
Track This Portfolio

Track Cascade Financial Partners, LLC Portfolio

Follow Cascade Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email