Kingswood Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Kingswood Wealth Advisors’s Portfolio LQD Stock Details LQD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.33M	Buy
2025 Q2	$1.28M	Buy
2025 Q1	$1.17M	Sell
2024 Q4	$1.31M	Buy
2024 Q3	$776K	Buy
2024 Q2	$569K	Sell
2024 Q1	$994K	Buy
2023 Q4	$902K	Buy