ISHARES TR

Ticker: LQD CUSIP: 464287242 Class: IBOXX INV CP ETF

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 12,326 Value ($000) $1,358 Avg Close Range
Q3 2025
Shares 11,913 Value ($000) $1,328 Avg Close Range
Q2 2025
Shares 11,716 Value ($000) $1,284 Avg Close Range
Q1 2025
Shares 10,737 Value ($000) $1,167 Avg Close Range
Q4 2024
Shares 12,232 Value ($000) $1,307 Avg Close Range
Q3 2024
Shares 6,859 Value ($000) $776 Avg Close Range
Q2 2024
Shares 5,316 Value ($000) $569 Avg Close Range
Q1 2024
Shares 9,128 Value ($000) $994 Avg Close Range
Q4 2023
Shares 8,150 Value ($000) $902 Avg Close Range