Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Carson Wealth (CWM LLC)’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
2023
Q4 		– Sell
-152
Closed -$5K – 4352
2023
Q3 		$5K Buy
+152
New +$4.94K ﹤0.01% 3471

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Carson Wealth (CWM LLC)'s LQDW Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q4 2023, closing a stake of 152 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in LQDW in Q3 2023 and held it in 1 quarter. The position peaked at $5K in Q3 2023. 21 funds tracked by Wall St. Rank hold LQDW as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 152 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q4 2023, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q3 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $5K in Q3 2023.
  • 21 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.