Commonwealth Equity Services’s iShares Investment Grade Corporate Bond BuyWrite Strategy 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 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	$6.33M	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	$2.16K	Buy	+62,635	New	+$2.16M	﹤0.01%	1514

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

Commonwealth Equity Services's LQDW Position: Q2 2026 in Review

Commonwealth Equity Services held its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) position steady in Q2 2026 at 9,000 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #4066.

Commonwealth Equity Services first reported a position in LQDW in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.33M in Q4 2023. 19 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

Commonwealth Equity Services held 9,000 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $216K as of Q2 2026.
Commonwealth Equity Services left its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF share count unchanged in Q2 2026.
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4066 holding.
Commonwealth Equity Services first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q1 2023 and has held it in 14 quarters since.
Commonwealth Equity Services's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $6.33M in Q4 2023.
19 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.