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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
12,276
+194
| +2% | +$4.95K | 0.1% | 149 |
|
|
2025
Q1 | $318K | Hold |
12,082
| – | – | 0.11% | 142 |
|
|
2024
Q4 | $317K | Sell |
12,082
-812
| -6% | -$21.3K | 0.12% | 141 |
|
|
2024
Q3 | $366K | Buy |
12,894
+2,114
| +20% | +$60K | 0.13% | 135 |
|
|
2024
Q2 | $304K | Buy |
10,780
+3,528
| +49% | +$99.4K | 0.12% | 140 |
|
|
2024
Q1 | $212K | Sell |
7,252
-463
| -6% | -$13.6K | 0.09% | 154 |
|
|
2023
Q4 | $229K | Buy |
7,715
+166
| +2% | +$4.92K | 0.11% | 143 |
|
|
2023
Q3 | $238K | Buy |
+7,549
| New | +$238K | 0.13% | 138 |
|