Cypress Financial Planning LLC Ishares Iboxx $ Investment Gra Transaction History

Cypress Financial Planning LLC

$276 Million
Q1 2025

A detailed history of Cypress Financial Planning LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Cypress Financial Planning LLC holds 7,910 shares of LQD stock, worth $844,392. This represents 0.31% of its overall portfolio holdings.

Number of Shares

7,910

Previous 9,094 13.02%

Holding current value

$844,392

Previous $971,000 11.64%

% of portfolio

0.31%

Previous 0.36%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$105.1 - $109.61 $124,438 - $129,778	-1,184 Reduced 13.02%	7,910 $858,000
Q4 2024 Jan 13, 2025	BUY	$106.56 - $113.11 $18,221 - $19,341	171 Added 1.92%	9,094 $971,000
Q3 2024 Oct 07, 2024	SELL	$106.11 - $113.72 $106,852 - $114,516	-1,007 Reduced 10.14%	8,923 $1.01 Million
Q2 2024 Jul 16, 2024	SELL	$104.54 - $108.46 $83,213 - $86,334	-796 Reduced 7.42%	9,930 $1.06 Million
Q1 2024 Apr 12, 2024	SELL	$106.98 - $110.63 $272,799 - $282,106	-2,550 Reduced 19.21%	10,726 $1.17 Million
Q4 2023 Jan 09, 2024	BUY	$98.28 - $111.36 $83,243 - $94,321	847 Added 6.81%	13,276 $1.47 Million
Q3 2023 Oct 10, 2023	BUY	$102.02 - $108.51 $111,609 - $118,709	1,094 Added 9.65%	12,429 $1.27 Million
Q2 2023 Jul 11, 2023	SELL	$106.02 - $110.43 $29,579 - $30,809	-279 Reduced 2.4%	11,335 $1.23 Million
Q1 2023 Apr 07, 2023	SELL	$104.89 - $111.81 $80,555 - $85,870	-768 Reduced 6.2%	11,614 $1.27 Million
Q4 2022 Jan 30, 2023	BUY	$99.2 - $110.03 $526,057 - $583,489	5,303 Added 74.91%	12,382 $1.31 Million
Q3 2022 Oct 13, 2022	SELL	$101.44 - $114.61 $119,800 - $135,354	-1,181 Reduced 14.3%	7,079 $725,000
Q2 2022 Jul 20, 2022	BUY	$107.41 - $121.51 $887,206 - $1 Million	8,260 New	8,260 $909,000

Others Institutions Holding LQD

# of Institutions

1,227

Shares Held

241M

Call Options Held

36.9M

Put Options Held

28.7M

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About ISHARES IBOXX $ INVESTMENT GRA

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Cypress Financial Planning LLC Ishares Iboxx $ Investment Gra Transaction History