Belpointe Asset Management’s iShares LQD Premium Income+ ETF LQDW Stock Holding History

Belpointe Asset Management’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	$509K	Buy	22,408 +2,392	+12%	+$55.8K	0.01%	738
2026 Q2	$481K	Sell	20,016 -2,183	-10%	-$52.3K	0.02%	734
2026 Q1	$537K	Buy	22,199 +6,225	+39%	+$152K	0.02%	664
2025 Q4	$392K	Buy	+15,974	New	+$399K	0.01%	735
2024 Q2	–	Sell	-32,932	Closed	-$965K	–	901
2024 Q1	$965K	Sell	32,932 -11,817	-26%	-$347K	0.07%	274
2023 Q4	$1.33M	Buy	44,749 +10,950	+32%	+$333K	0.12%	171
2023 Q3	$1.07M	Sell	33,799 -13,360	-28%	-$434K	0.11%	183
2023 Q2	$1.59M	Buy	47,159 +17,291	+58%	+$584K	0.17%	121
2023 Q1	$1.03M	Buy	+29,868	New	+$1.03M	0.06%	320

Other funds holding LQDW

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Belpointe Asset Management's LQDW Position: Q3 2026 in Review

Belpointe Asset Management increased its iShares LQD Premium Income+ ETF (LQDW) stake by 12% in Q3 2026, buying an estimated $55.8K and bringing the position to 22,408 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #738.

Belpointe Asset Management first reported a position in LQDW in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.59M in Q2 2023. 28 funds tracked by Wall St. Rank hold LQDW as of Q3 2026.

Belpointe Asset Management held 22,408 shares of iShares LQD Premium Income+ ETF worth $509K as of Q3 2026.
Belpointe Asset Management bought 2,392 iShares LQD Premium Income+ ETF shares in Q3 2026, an estimated $55.8K.
iShares LQD Premium Income+ ETF made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #738 holding.
Belpointe Asset Management first reported a position in iShares LQD Premium Income+ ETF in Q1 2023 and has held it in 9 quarters since.
Belpointe Asset Management's iShares LQD Premium Income+ ETF position peaked at $1.59M in Q2 2023.
28 funds tracked by Wall St. Rank held iShares LQD Premium Income+ ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.