Kingsview Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Kingsview Wealth Management, LLC

$5.28 Billion
Q2 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 236,571 shares of LQD stock, worth $26.6 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

236,571

Previous 229,376 3.14%

Holding current value

$26.6 Million

Previous $24.9 Million 4.01%

% of portfolio

0.49%

Previous 0.53%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$105.23 - $109.61 $757,129 - $788,643	7,195 Added 3.14%	236,571 $25.9 Million
Q1 2025 May 02, 2025	BUY	$105.1 - $109.61 $1.91 Million - $1.99 Million	18,185 Added 8.61%	229,376 $24.9 Million
Q4 2024 Jan 28, 2025	BUY	$106.56 - $113.11 $10.4 Million - $11 Million	97,227 Added 85.31%	211,191 $22.6 Million
Q3 2024 Nov 12, 2024	SELL	$106.11 - $113.72 $4.75 Million - $5.09 Million	-44,769 Reduced 28.2%	113,964 $12.9 Million
Q2 2024 Aug 14, 2024	BUY	$104.54 - $108.46 $1.09 Million - $1.13 Million	10,407 Added 7.02%	158,733 $17 Million
Q1 2024 May 09, 2024	BUY	$106.98 - $110.63 $685,848 - $709,248	6,411 Added 4.52%	148,326 $16.2 Million
Q4 2023 Feb 08, 2024	BUY	$98.28 - $111.36 $339,557 - $384,748	3,455 Added 2.5%	141,915 $15.7 Million
Q3 2023 Nov 07, 2023	BUY	$102.02 - $108.51 $234,441 - $249,355	2,298 Added 1.69%	138,460 $14.1 Million
Q2 2023 Aug 10, 2023	BUY	$106.02 - $110.43 $41,559 - $43,288	392 Added 0.29%	136,162 $14.7 Million
Q1 2023 May 15, 2023	BUY	$104.89 - $111.81 $104,890 - $111,810	1,000 Added 0.74%	135,770 $14.9 Million
Q4 2022 Feb 13, 2023	SELL	$99.2 - $110.03 $2.98 Million - $3.31 Million	-30,067 Reduced 18.24%	134,770 $14.2 Million
Q3 2022 Nov 14, 2022	BUY	$101.44 - $114.61 $3.99 Million - $4.5 Million	39,300 Added 31.31%	164,837 $16.9 Million
Q2 2022 Aug 16, 2022	SELL	$107.41 - $121.51 $1.06 Million - $1.2 Million	-9,887 Reduced 7.3%	125,537 $13.8 Million
Q1 2022 Feb 08, 2024	BUY	$118.44 - $131.22 $89,185 - $98,808	753 Added 0.53%	142,668 $17.3 Million
Q4 2021 Feb 17, 2022	SELL	$130.98 - $134.88 $102,033 - $105,071	-779 Reduced 0.57%	135,424 $17.9 Million
Q3 2021 Dec 03, 2021	BUY	$133.03 - $136.33 $1.28 Million - $1.31 Million	9,619 Added 7.6%	136,203 $18.1 Million
Q2 2021 Aug 17, 2021	BUY	$129.85 - $134.36 $2.25 Million - $2.33 Million	17,358 Added 15.89%	126,584 $17 Million
Q1 2021 May 24, 2021	BUY	$128.44 - $137.43 $491,539 - $525,944	3,827 Added 3.63%	109,226 $14.3 Million
Q4 2020 Feb 16, 2021	BUY	$133.73 - $138.48 $2.24 Million - $2.32 Million	16,736 Added 18.88%	105,399 $14.6 Million
Q3 2020 Nov 19, 2020	BUY	$134.22 - $139.15 $3.14 Million - $3.26 Million	23,425 Added 35.91%	88,663 $11.9 Million
Q2 2020 Aug 14, 2020	BUY	$121.1 - $134.5 $1.17 Million - $1.3 Million	9,680 Added 17.42%	65,238 $8.78 Million
Q1 2020 May 11, 2020	BUY	$105.05 - $134.27 $385,638 - $492,905	3,671 Added 7.07%	55,558 $6.86 Million
Q4 2019 Jan 31, 2020	BUY	$125.71 - $128.49 $3.08 Million - $3.15 Million	24,489 Added 89.38%	51,887 $6.64 Million
Q4 2019 Jan 30, 2020	BUY	$125.71 - $128.49 $130,109 - $132,987	1,035 Added 3.93%	27,398 $3.33 Million
Q3 2019 Jan 29, 2020	SELL	$122.95 - $129.1 $3.9 Million - $4.1 Million	-31,728 Reduced 54.62%	26,363 $3.36 Million
Q2 2019 Jan 29, 2020	BUY	$118.17 - $124.37 $1.31 Million - $1.38 Million	11,073 Added 23.55%	58,091 $7.23 Million
Q1 2019 Jan 29, 2020	BUY	$113.15 - $119.15 $969,242 - $1.02 Million	8,566 Added 22.28%	47,018 $5.6 Million
Q4 2018 Jan 29, 2020	BUY	$111.35 - $114.52 $220,584 - $226,864	1,981 Added 5.43%	38,452 $4.34 Million
Q3 2018 Jan 29, 2020	BUY	$114.24 - $116.27 $201,290 - $204,867	1,762 Added 5.08%	36,471 $4.19 Million
Q2 2018 Jan 29, 2020	BUY	$113.81 - $117.24 $251,520 - $259,100	2,210 Added 6.8%	34,709 $3.98 Million
Q1 2018 Jan 29, 2020	BUY	$115.72 - $120.97 $590,287 - $617,067	5,101 Added 18.62%	32,499 $3.82 Million
Q4 2017 Jan 29, 2020	BUY	$119.89 - $121.79 $178,995 - $181,832	1,493 Added 5.76%	27,398 $3.33 Million
Q3 2017 Jan 29, 2020	BUY	$120.62 - $121.61 $308,304 - $310,835	2,556 Added 10.95%	25,905 $3.14 Million
Q2 2017 Jan 29, 2020	BUY	N/A	339 Added 1.47%	23,349 $2.81 Million
Q1 2017 Jan 29, 2020	BUY	N/A	23,010	23,010 $2.71 Million

Others Institutions Holding LQD

# of Institutions

1,238

Shares Held

277M

Call Options Held

16.2M

Put Options Held

46.5M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
Sector ETFs
Industry ETFs

More about LQD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Account

Kingsview Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History