KWA
LQD icon

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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4M Sell
12,821
-563
-4% -$61.3K 0.06% 333
2026
Q1 		$1.46M Buy
13,384
+1,058
+9% +$117K 0.07% 289
2025
Q4 		$1.36M Buy
12,326
+413
+3% +$45.9K 0.07% 290
2025
Q3 		$1.33M Buy
11,913
+197
+2% +$21.7K 0.08% 257
2025
Q2 		$1.28M Buy
11,716
+979
+9% +$105K 0.1% 216
2025
Q1 		$1.17M Sell
10,737
-1,495
-12% -$161K 0.11% 218
2024
Q4 		$1.31M Buy
12,232
+5,373
+78% +$588K 0.1% 218
2024
Q3 		$776K Buy
6,859
+1,543
+29% +$171K 0.06% 351
2024
Q2 		$569K Sell
5,316
-3,812
-42% -$407K 0.05% 357
2024
Q1 		$994K Buy
9,128
+978
+12% +$106K 0.11% 204
2023
Q4 		$902K Buy
+8,150
New +$849K 0.1% 211

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Kingswood Wealth Advisors's LQD Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.2% in Q2 2026, selling an estimated $61.3K and leaving 12,821 shares worth $1.4M. The position accounts for 0.06% of the portfolio, ranked #333.

Kingswood Wealth Advisors first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.46M in Q1 2026. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Kingswood Wealth Advisors held 12,821 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.4M as of Q2 2026.
  • Kingswood Wealth Advisors sold 563 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $61.3K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #333 holding.
  • Kingswood Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.46M in Q1 2026.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.