Belpointe Asset Management’s iShares Investment Grade Corporate Bond BuyWrite Strategy 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 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

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

Belpointe Asset Management's LQDW Position: Q2 2026 in Review

Belpointe Asset Management reduced its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) stake by 9.8% in Q2 2026, selling an estimated $52.3K and leaving 20,016 shares worth $481K. The position accounts for 0.02% of the portfolio, ranked #734.

Belpointe Asset Management first reported a position in LQDW in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.59M in Q2 2023. 23 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

Belpointe Asset Management held 20,016 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $481K as of Q2 2026.
Belpointe Asset Management sold 2,183 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $52.3K.
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #734 holding.
Belpointe Asset Management first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q1 2023 and has held it in 8 quarters since.
Belpointe Asset Management's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $1.59M in Q2 2023.
23 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.