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Kingsview Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Kingsview Wealth Management’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.5M Buy
306,942
+136,557
+80% +$15.1M 0.46% 39
2025
Q4 		$18.8M Buy
170,385
+8,670
+5% +$964K 0.27% 72
2025
Q3 		$18M Sell
161,715
-74,856
-32% -$8.23M 0.28% 64
2025
Q2 		$25.9M Buy
236,571
+7,195
+3% +$772K 0.44% 40
2025
Q1 		$24.9M Buy
229,376
+18,185
+9% +$1.96M 0.47% 35
2024
Q4 		$22.6M Buy
211,191
+97,227
+85% +$10.6M 0.44% 41
2024
Q3 		$12.9M Sell
113,964
-44,769
-28% -$4.95M 0.27% 69
2024
Q2 		$17M Buy
158,733
+10,407
+7% +$1.11M 0.4% 46
2024
Q1 		$16.2M Buy
148,326
+6,411
+5% +$697K 0.41% 47
2023
Q4 		$15.7M Buy
141,915
+3,455
+2% +$360K 0.47% 46
2023
Q3 		$14.1M Buy
138,460
+2,298
+2% +$242K 0.51% 40
2023
Q2 		$14.7M Buy
136,162
+392
+0.3% +$42.4K 0.58% 29
2023
Q1 		$14.9M Buy
135,770
+1,000
+0.7% +$108K 0.62% 27
2022
Q4 		$14.2M Sell
134,770
-30,067
-18% -$3.15M 0.62% 30
2022
Q3 		$16.9M Buy
164,837
+39,300
+31% +$4.33M 0.8% 19
2022
Q2 		$13.8M Sell
125,537
-17,131
-12% -$1.93M 0.66% 23
2022
Q1 		$17.3M Buy
142,668
+7,244
+5% +$904K 0.76% 18
2021
Q4 		$17.9M Sell
135,424
-779
-0.6% -$104K 0.75% 18
2021
Q3 		$18.1M Buy
136,203
+9,619
+8% +$1.3M 0.86% 17
2021
Q2 		$17M Buy
126,584
+17,358
+16% +$2.29M 0.84% 18
2021
Q1 		$14.3M Buy
109,226
+3,827
+4% +$509K 0.81% 20
2020
Q4 		$14.6M Buy
105,399
+16,736
+19% +$2.28M 1.05% 12
2020
Q3 		$11.9M Buy
88,663
+23,425
+36% +$3.19M 1.07% 12
2020
Q2 		$8.78M Buy
65,238
+9,680
+17% +$1.26M 0.88% 15
2020
Q1 		$6.86M Buy
55,558
+3,671
+7% +$468K 0.93% 20
2019
Q4 		$6.64M Buy
51,887
+25,524
+97% +$3.25M 0.83% 21
2019
Q3 		$3.36M Sell
26,363
-31,728
-55% -$4M 0.53% 51
2019
Q2 		$7.22M Buy
58,091
+11,073
+24% +$1.33M 1.21% 11
2019
Q1 		$5.6M Buy
47,018
+8,566
+22% +$992K 0.85% 18
2018
Q4 		$4.34M Buy
38,452
+1,981
+5% +$223K 0.95% 17
2018
Q3 		$4.19M Buy
36,471
+1,762
+5% +$203K 0.85% 24
2018
Q2 		$3.98M Buy
34,709
+2,210
+7% +$254K 0.95% 20
2018
Q1 		$3.81M Buy
32,499
+5,101
+19% +$603K 0.95% 22
2017
Q4 		$3.33M Buy
27,398
+1,493
+6% +$181K 1.19% 12
2017
Q3 		$3.14M Buy
25,905
+2,556
+11% +$309K 1.38% 10
2017
Q2 		$2.81M Buy
23,349
+339
+1% +$40.5K 1.45% 8
2017
Q1 		$2.71M Buy
+23,010
New +$2.7M 1.61% 7

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Kingsview Wealth Management's LQD Position: Q1 2026 in Review

Kingsview Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 80% in Q1 2026, buying an estimated $15.1M and bringing the position to 306,942 shares worth $33.5M. The position accounts for 0.46% of the portfolio, ranked #39.

Kingsview Wealth Management first reported a position in LQD in Q1 2017 and has held it in 37 quarters since. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Kingsview Wealth Management held 306,942 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $33.5M as of Q1 2026.
  • Kingsview Wealth Management bought 136,557 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $15.1M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.46% of Kingsview Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Kingsview Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2017 and has held it in 37 quarters since.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.