iShares IBoxx $ Invest Grade Corp Bd shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in iShares IBoxx $ Invest Grade Corp Bd
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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.4M | 12k | 110.19 |
| 2025-09-30 | $1.3M | 12k | 111.47 |
| 2025-06-30 | $1.3M | 12k | 109.61 |
| 2025-03-31 | $1.2M | 11k | 108.68 |
| 2024-12-31 | $1.3M | 12k | 106.85 |
| 2024-09-30 | $776k | 6.9k | 113.12 |
| 2024-06-30 | $570k | 5.3k | 107.12 |
| 2024-03-31 | $994k | 9.1k | 108.93 |
| 2023-12-31 | $902k | 8.2k | 110.66 |
Top funds holding iShares IBoxx $ Invest Grade Corp Bd
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