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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$310K Hold
2025
Q2
$313K Buy
2025
Q1
$318K Hold
2024
Q4
$317K Sell
2024
Q3
$366K Buy
2024
Q2
$304K Buy
2024
Q1
$212K Sell
2023
Q4
$229K Buy
2023
Q3
$238K Buy