Armstrong Advisory Group
LQDW icon

Armstrong Advisory Group’s iShares LQD Premium Income+ ETF LQDW Stock Holding History

Armstrong Advisory Group’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
Q3 		$2.44M Buy
107,397
+4,503
+4% +$105K 0.15% 53
2026
Q2 		$2.47M Buy
102,894
+10,597
+11% +$254K 0.15% 53
2026
Q1 		$2.23M Buy
92,297
+24,617
+36% +$603K 0.15% 53
2025
Q4 		$1.66M Buy
+67,680
New +$1.69M 0.11% 62

Other funds holding LQDW

Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Sentinel Advisory Group
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Kaizen Financial Strategies
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Armstrong Advisory Group's LQDW Position: Q3 2026 in Review

Armstrong Advisory Group increased its iShares LQD Premium Income+ ETF (LQDW) stake by 4.4% in Q3 2026, buying an estimated $105K and bringing the position to 107,397 shares worth $2.44M. The position accounts for 0.15% of the portfolio, ranked #53.

Armstrong Advisory Group first reported a position in LQDW in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.47M in Q2 2026. 15 funds tracked by Wall St. Rank hold LQDW as of Q3 2026.

  • Armstrong Advisory Group held 107,397 shares of iShares LQD Premium Income+ ETF worth $2.44M as of Q3 2026.
  • Armstrong Advisory Group bought 4,503 iShares LQD Premium Income+ ETF shares in Q3 2026, an estimated $105K.
  • iShares LQD Premium Income+ ETF made up 0.15% of Armstrong Advisory Group's portfolio in Q3 2026, its #53 holding.
  • Armstrong Advisory Group first reported a position in iShares LQD Premium Income+ ETF in Q4 2025 and has held it in 4 quarters since.
  • Armstrong Advisory Group's iShares LQD Premium Income+ ETF position peaked at $2.47M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held iShares LQD Premium Income+ ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.