KWM
Kingsview Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.9M | Buy |
236,571
+7,195
| +3% | +$789K | 0.44% | 40 |
|
|
2025
Q1 | $24.9M | Buy |
229,376
+18,185
| +9% | +$1.98M | 0.47% | 35 |
|
|
2024
Q4 | $22.6M | Buy |
211,191
+97,227
| +85% | +$10.4M | 0.44% | 41 |
|
|
2024
Q3 | $12.9M | Sell |
113,964
-44,769
| -28% | -$5.06M | 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% | +$698K | 0.41% | 47 |
|
|
2023
Q4 | $15.7M | Buy |
141,915
+3,455
| +2% | +$382K | 0.47% | 46 |
|
|
2023
Q3 | $14.1M | Buy |
138,460
+2,298
| +2% | +$234K | 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% | +$110K | 0.62% | 27 |
|
|
2022
Q4 | $14.2M | Sell |
134,770
-30,067
| -18% | -$3.17M | 0.62% | 30 |
|
|
2022
Q3 | $16.9M | Buy |
164,837
+39,300
| +31% | +$4.03M | 0.8% | 19 |
|
|
2022
Q2 | $13.8M | Sell |
125,537
-17,131
| -12% | -$1.88M | 0.66% | 23 |
|
|
2022
Q1 | $17.3M | Buy |
142,668
+7,244
| +5% | +$876K | 0.76% | 18 |
|
|
2021
Q4 | $17.9M | Sell |
135,424
-779
| -0.6% | -$103K | 0.75% | 18 |
|
|
2021
Q3 | $18.1M | Buy |
136,203
+9,619
| +8% | +$1.28M | 0.86% | 17 |
|
|
2021
Q2 | $17M | Buy |
126,584
+17,358
| +16% | +$2.33M | 0.84% | 18 |
|
|
2021
Q1 | $14.3M | Buy |
109,226
+3,827
| +4% | +$500K | 0.81% | 20 |
|
|
2020
Q4 | $14.6M | Buy |
105,399
+16,736
| +19% | +$2.31M | 1.05% | 12 |
|
|
2020
Q3 | $11.9M | Buy |
88,663
+23,425
| +36% | +$3.16M | 1.07% | 12 |
|
|
2020
Q2 | $8.78M | Buy |
65,238
+9,680
| +17% | +$1.3M | 0.88% | 15 |
|
|
2020
Q1 | $6.86M | Buy |
55,558
+3,671
| +7% | +$453K | 0.93% | 20 |
|
|
2019
Q4 | $6.64M | Buy |
51,887
+25,524
| +97% | +$3.27M | 0.83% | 21 |
|
|
2019
Q3 | $3.36M | Sell |
26,363
-31,728
| -55% | -$4.04M | 0.53% | 51 |
|
|
2019
Q2 | $7.23M | Buy |
58,091
+11,073
| +24% | +$1.38M | 1.21% | 11 |
|
|
2019
Q1 | $5.6M | Buy |
47,018
+8,566
| +22% | +$1.02M | 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% | +$253K | 0.95% | 20 |
|
|
2018
Q1 | $3.82M | Buy |
32,499
+5,101
| +19% | +$599K | 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% | +$310K | 1.38% | 10 |
|
|
2017
Q2 | $2.81M | Buy |
23,349
+339
| +1% | +$40.9K | 1.45% | 8 |
|
|
2017
Q1 | $2.71M | Buy |
+23,010
| New | +$2.71M | 1.61% | 7 |
|