Kestra Private Wealth Services, LLC Ishares Iboxx $ Investment Gra Transaction History

Kestra Private Wealth Services, LLC

$7.16 Billion
Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 72,236 shares of LQD stock, worth $7.96 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

72,236

Previous 71,383 1.19%

Holding current value

$7.96 Million

Previous $7.82 Million 2.91%

% of portfolio

0.11%

Previous 0.12%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$107.66 - $112.36 $91,833 - $95,843	853 Added 1.19%	72,236 $8.05 Million
Q2 2025 Aug 07, 2025	BUY	$105.23 - $109.61 $283,805 - $295,618	2,697 Added 3.93%	71,383 $7.82 Million
Q1 2025 May 05, 2025	BUY	$105.1 - $109.61 $55,072 - $57,435	524 Added 0.77%	68,686 $7.47 Million
Q4 2024 Jan 28, 2025	BUY	$106.56 - $113.11 $1.1 Million - $1.17 Million	10,325 Added 17.85%	68,162 $7.28 Million
Q3 2024 Nov 13, 2024	SELL	$106.11 - $113.72 $2.39 Million - $2.56 Million	-22,493 Reduced 28.0%	57,837 $6.53 Million

Q2 2024 Aug 12, 2024	BUY	$104.54 - $108.46 $3.4 Million - $3.52 Million	32,499 Added 67.95%	80,330 $8.6 Million
Q1 2024 May 02, 2024	SELL	$106.98 - $110.63 $50,922 - $52,659	-476 Reduced 0.99%	47,831 $5.21 Million
Q4 2023 Feb 05, 2024	BUY	$98.28 - $111.36 $1.34 Million - $1.52 Million	13,648 Added 39.38%	48,307 $5.35 Million
Q3 2023 Nov 07, 2023	BUY	$102.02 - $108.51 $454,703 - $483,629	4,457 Added 14.76%	34,659 $3.54 Million
Q2 2023 Aug 08, 2023	BUY	$106.02 - $110.43 $1.48 Million - $1.54 Million	13,925 Added 85.55%	30,202 $3.27 Million
Q1 2023 May 12, 2023	BUY	$104.89 - $111.81 $821,708 - $875,919	7,834 Added 92.79%	16,277 $1.78 Million
Q4 2022 Jan 31, 2023	BUY	$99.2 - $110.03 $377,456 - $418,664	3,805 Added 82.04%	8,443 $890,000
Q3 2022 Nov 14, 2022	SELL	$101.44 - $114.61 $137,146 - $154,952	-1,352 Reduced 22.57%	4,638 $475,000
Q2 2022 Aug 12, 2022	SELL	$107.41 - $121.51 $282,058 - $319,085	-2,626 Reduced 30.48%	5,990 $659,000
Q1 2022 May 26, 2022	SELL	$118.44 - $131.22 $148,523 - $164,549	-1,254 Reduced 12.71%	8,616 $1.04 Million
Q4 2021 Jan 21, 2022	SELL	$130.98 - $134.88 $31,435 - $32,371	-240 Reduced 2.37%	9,870 $1.31 Million
Q3 2021 Oct 21, 2021	SELL	$133.03 - $136.33 $6,518 - $6,680	-49 Reduced 0.48%	10,110 $1.34 Million
Q2 2021 Jul 30, 2021	BUY	$129.85 - $134.36 $22,334 - $23,109	172 Added 1.72%	10,159 $1.36 Million
Q1 2021 May 11, 2021	SELL	$128.44 - $137.43 $56,513 - $60,469	-440 Reduced 4.22%	9,987 $1.3 Million
Q4 2020 Jan 21, 2021	SELL	$133.73 - $138.48 $1.46 Million - $1.52 Million	-10,950 Reduced 51.22%	10,427 $1.44 Billion
Q3 2020 Nov 09, 2020	BUY	$134.22 - $139.15 $2.87 Million - $2.97 Million	21,377 New	21,377 $2.88 Million

Others Institutions Holding LQD

# of Institutions

1,263

Shares Held

280M

Call Options Held

32.1M

Put Options Held

61.9M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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Kestra Private Wealth Services, LLC Ishares Iboxx $ Investment Gra Transaction History