Commonwealth Equity Services
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Commonwealth Equity Services’s iShares LQD Premium Income+ ETF LQDW Stock Holding History

Commonwealth Equity Services’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 		$205K Hold
9,000
– – ﹤0.01% 4072
2026
Q2 		$216K Hold
9,000
– – ﹤0.01% 4066
2026
Q1 		$218K Sell
9,000
-205,266
-96% -$5.02M ﹤0.01% 3927
2025
Q4 		$5.26M Buy
214,266
+12,696
+6% +$317K 0.01% 1282
2025
Q3 		$5.09M Buy
201,570
+5,957
+3% +$151K 0.01% 1333
2025
Q2 		$4.99M Buy
195,613
+184,240
+1,620% +$4.71M 0.01% 1330
2025
Q1 		$299K Buy
11,373
+295
+3% +$7.76K ﹤0.01% 3500
2024
Q4 		$291K Sell
11,078
-5,263
-32% -$143K ﹤0.01% 3422
2024
Q3 		$464K Buy
16,341
+330
+2% +$9.34K ﹤0.01% 2948
2024
Q2 		$451K Sell
16,011
-169,990
-91% -$4.81M ﹤0.01% 2922
2024
Q1 		$5.45M Sell
186,001
-27,259
-13% -$800K 0.01% 1112
2023
Q4 		$6.32M Buy
213,260
+26,477
+14% +$804K 0.01% 970
2023
Q3 		$5.89M Buy
186,783
+124,536
+200% +$4.05M 0.01% 946
2023
Q2 		$2.1M Sell
62,247
-388
-0.6% -$13.1K ﹤0.01% 1585
2023
Q1 		$2.16M Buy
+62,635
New +$2.16M ﹤0.01% 1514

Other funds holding LQDW

Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sentinel Advisory Group
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Commonwealth Equity Services's LQDW Position: Q3 2026 in Review

Commonwealth Equity Services held its iShares LQD Premium Income+ ETF (LQDW) position steady in Q3 2026 at 9,000 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #4072.

Commonwealth Equity Services first reported a position in LQDW in Q1 2023 and has held it in 15 quarters since. The position peaked at $6.32M in Q4 2023. 21 funds tracked by Wall St. Rank hold LQDW as of Q3 2026.

  • Commonwealth Equity Services held 9,000 shares of iShares LQD Premium Income+ ETF worth $205K as of Q3 2026.
  • Commonwealth Equity Services left its iShares LQD Premium Income+ ETF share count unchanged in Q3 2026.
  • iShares LQD Premium Income+ ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #4072 holding.
  • Commonwealth Equity Services first reported a position in iShares LQD Premium Income+ ETF in Q1 2023 and has held it in 15 quarters since.
  • Commonwealth Equity Services's iShares LQD Premium Income+ ETF position peaked at $6.32M in Q4 2023.
  • 21 funds tracked by Wall St. Rank held iShares LQD Premium Income+ ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.