Advisory Services Network’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Advisory Services Network’s Portfolio LQDW Stock Details LQDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,450	Closed	-$35.1K	–	3598
2026 Q1	$35.1K	Buy	+1,450	New	+$35.5K	﹤0.01%	2833
2025 Q4	–	Sell	-900	Closed	-$22.7K	–	3249
2025 Q3	$22.7K	Buy	+900	New	+$22.8K	﹤0.01%	2889
2024 Q1	–	Sell	-2,747	Closed	-$81.5K	–	2724
2023 Q4	$81.5K	Buy	+2,747	New	+$83.4K	﹤0.01%	1750
2023 Q2	–	Sell	-2,138	Closed	-$73.8K	–	2696
2023 Q1	$73.8K	Buy	2,138 +1,538	+256%	+$53.1K	﹤0.01%	1815
2022 Q4	$20.4K	Buy	+600	New	+$21.3K	﹤0.01%	2459

Other funds holding LQDW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAG

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Advisory Services Network's LQDW Position: Q2 2026 in Review

Advisory Services Network sold out of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q2 2026, closing a stake of 1,450 shares — an estimated $35.1K sold.

Advisory Services Network first reported a position in LQDW in Q4 2022 and held it in 5 quarters. The position peaked at $81.5K in Q4 2023. 43 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

Advisory Services Network reported no remaining iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,450 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $35.1K.
Advisory Services Network first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q4 2022 and held it in 5 quarters.
Advisory Services Network's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $81.5K in Q4 2023.
43 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.