Kingswood Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
11,716
+979
| +9% | +$107K | 0.1% | 216 |
|
|
2025
Q1 | $1.17M | Sell |
10,737
-1,495
| -12% | -$162K | 0.11% | 218 |
|
|
2024
Q4 | $1.31M | Buy |
12,232
+5,373
| +78% | +$574K | 0.1% | 218 |
|
|
2024
Q3 | $776K | Buy |
6,859
+1,543
| +29% | +$175K | 0.06% | 351 |
|
|
2024
Q2 | $569K | Sell |
5,316
-3,812
| -42% | -$408K | 0.05% | 357 |
|
|
2024
Q1 | $994K | Buy |
9,128
+978
| +12% | +$107K | 0.11% | 204 |
|
|
2023
Q4 | $902K | Buy |
+8,150
| New | +$902K | 0.1% | 211 |
|