Columbia Advisory Partners LLC Ishares U S ETF Tr Int Rate He Transaction History

Columbia Advisory Partners LLC

$111 Million
Q2 2025

A detailed history of Columbia Advisory Partners LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 31,910 shares of LQDH stock, worth $2.95 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares

31,910

Previous 37,515 14.94%

Holding current value

$2.95 Million

Previous $3.47 Million 14.92%

% of portfolio

2.65%

Previous 3.46%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$88.49 - $92.4 $495,986 - $517,902	-5,605 Reduced 14.94%	31,910 $2.95 Million
Q1 2025 Apr 15, 2025	BUY	$92.03 - $93.95 $926,373 - $945,700	10,066 Added 36.67%	37,515 $3.47 Million
Q4 2024 Jan 13, 2025	BUY	$92.58 - $93.71 $524,095 - $530,492	5,661 Added 25.98%	27,449 $2.55 Million
Q3 2024 Oct 18, 2024	BUY	$90.85 - $93.3 $634,587 - $651,700	6,985 Added 47.19%	21,788 $2.03 Million
Q2 2024 Jul 12, 2024	BUY	$92.93 - $94.21 $1.38 Million - $1.39 Million	14,803 New	14,803 $1.38 Million

Others Institutions Holding LQDH

# of Institutions

110

Shares Held

4.14M

Call Options Held

Put Options Held

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About ISHARES U S ETF TR INT RATE HE

Ticker LQDH
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Columbia Advisory Partners LLC Ishares U S ETF Tr Int Rate He Transaction History