Avidian Wealth Enterprises’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Avidian Wealth Enterprises’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	–	Sell	-8,786	Closed	-$211K	–	786
2026 Q2	$211K	Hold	8,786	–	–	0.01%	689
2026 Q1	$212K	Hold	8,786	–	–	0.01%	632
2025 Q4	$216K	Hold	8,786	–	–	0.01%	545
2025 Q3	$222K	Hold	8,786	–	–	0.01%	540
2025 Q2	$224K	Buy	+8,786	New	+$225K	0.01%	497

Other funds holding LQDW

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Avidian Wealth Enterprises's LQDW Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q3 2026, closing a stake of 8,786 shares — an estimated $211K sold.

Avidian Wealth Enterprises first reported a position in LQDW in Q2 2025 and held it in 5 quarters. The position peaked at $224K in Q2 2025. 4 funds tracked by Wall St. Rank hold LQDW as of Q3 2026.

Avidian Wealth Enterprises reported no remaining iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position as of Q3 2026 after selling out during the quarter.
Avidian Wealth Enterprises sold 8,786 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q3 2026, an estimated $211K.
Avidian Wealth Enterprises first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q2 2025 and held it in 5 quarters.
Avidian Wealth Enterprises's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $224K in Q2 2025.
4 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.