Coordinated Financial Services’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Coordinated Financial 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 Q1	$394K	Buy	16,308 +852	+6%	+$20.9K	0.23%	119
2025 Q4	$380K	Buy	15,456 +5,199	+51%	+$130K	0.22%	121
2025 Q3	$259K	Sell	10,257 -5,057	-33%	-$128K	0.17%	138
2025 Q2	$391K	Sell	15,314 -516	-3%	-$13.2K	0.27%	103
2025 Q1	$416K	Buy	15,830 +50	+0.3%	+$1.32K	0.32%	88
2024 Q4	$415K	Buy	+15,780	New	+$430K	0.32%	85

Other funds holding LQDW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAG

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Coordinated Financial Services's LQDW Position: Q1 2026 in Review

Coordinated Financial Services increased its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) stake by 5.5% in Q1 2026, buying an estimated $20.9K and bringing the position to 16,308 shares worth $394K. The position accounts for 0.23% of the portfolio, ranked #119.

Coordinated Financial Services first reported a position in LQDW in Q4 2024 and has held it in 6 quarters since. The position peaked at $416K in Q1 2025. 45 funds tracked by Wall St. Rank hold LQDW as of Q1 2026.

Coordinated Financial Services held 16,308 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $394K as of Q1 2026.
Coordinated Financial Services bought 852 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $20.9K.
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up 0.23% of Coordinated Financial Services's portfolio in Q1 2026, its #119 holding.
Coordinated Financial Services first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q4 2024 and has held it in 6 quarters since.
Coordinated Financial Services's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $416K in Q1 2025.
45 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.