AssetMark Inc’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

AssetMark Inc’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	$17.9K	Hold	744	–	–	﹤0.01%	2224
2026 Q1	$18K	Buy	+744	New	+$18.2K	﹤0.01%	2093

Other funds holding LQDW

SAG

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

BCM

BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc's LQDW Position: Q2 2026 in Review

AssetMark Inc held its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) position steady in Q2 2026 at 744 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

AssetMark Inc first reported a position in LQDW in Q1 2026 and has held it in 2 quarters since. The position peaked at $18K in Q1 2026. 23 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

AssetMark Inc held 744 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $17.9K as of Q2 2026.
AssetMark Inc left its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF share count unchanged in Q2 2026.
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2224 holding.
AssetMark Inc first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q1 2026 and has held it in 2 quarters since.
AssetMark Inc's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $18K in Q1 2026.
23 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.