Comprehensive Financial Consultants Institutional’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Comprehensive Financial Consultants Institutional’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	$280K	Hold	11,660	–	–	0.07%	178
2026 Q1	$282K	Hold	11,660	–	–	0.08%	167
2025 Q4	$286K	Sell	11,660 -616	-5%	-$15.4K	0.09%	162
2025 Q3	$310K	Hold	12,276	–	–	0.1%	150
2025 Q2	$313K	Buy	12,276 +194	+2%	+$4.96K	0.1%	149
2025 Q1	$318K	Hold	12,082	–	–	0.11%	142
2024 Q4	$317K	Sell	12,082 -812	-6%	-$22.1K	0.12%	141
2024 Q3	$366K	Buy	12,894 +2,114	+20%	+$59.9K	0.13%	135
2024 Q2	$304K	Buy	10,780 +3,528	+49%	+$99.9K	0.12%	140
2024 Q1	$212K	Sell	7,252 -463	-6%	-$13.6K	0.09%	154
2023 Q4	$229K	Buy	7,715 +166	+2%	+$5.04K	0.11%	143
2023 Q3	$238K	Buy	+7,549	New	+$245K	0.13%	138

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

Comprehensive Financial Consultants Institutional's LQDW Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional held its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) position steady in Q2 2026 at 11,660 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #178.

Comprehensive Financial Consultants Institutional first reported a position in LQDW in Q3 2023 and has held it in 12 quarters since. The position peaked at $366K in Q3 2024. 23 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

Comprehensive Financial Consultants Institutional held 11,660 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $280K as of Q2 2026.
Comprehensive Financial Consultants Institutional 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 0.07% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #178 holding.
Comprehensive Financial Consultants Institutional first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q3 2023 and has held it in 12 quarters since.
Comprehensive Financial Consultants Institutional's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $366K in Q3 2024.
23 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.