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iShares IBoxx $ Invest Grade Corp Bd shares owned by Cascade Financial Partners

Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Cascade Financial Partners from 13F filings

Historical chart of Cascade Financial Partners investment in iShares IBoxx $ Invest Grade Corp Bd

Tip: Access up to 7 years of quarterly data

All positions including iShares IBoxx $ Invest Grade Corp Bd held by Cascade Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 10k 109.61
2024-06-30 $1.1M 10k 107.12

More positions owned by Cascade Financial Partners

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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PerkinElmer (RVTY)
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Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
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Vanguard World Mega Grwth Ind (MGK)
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View all positions for Cascade Financial Partners

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
BlackRock
Financial Engines Advisors L.L.C
Citadel Advisors
NYL Investors
Allianz Investment Management U.S
Jane Street
Wealthfront Advisers
Ontario Teachers' Pension Plan Board
Wells Fargo & Company
Fisher Investments
National Mutual Insurance Federation of Agricultural Cooperatives
Envestnet Asset Management
Healthcare Of Ontario Pension Plan Trust Fund
Northern Trust

View all funds holding iShares IBoxx $ Invest Grade Corp Bd