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 10,308 shares of LQD stock, worth $1.16 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
10,308
Previous 10,396 0.85%
Holding current value
$1.16 Million
Previous $1.1 Billion 0.14%
% of portfolio
0.15%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES IBOXX $ INVESTMENT GRA


  • 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.