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Cornerstone Retirement Group’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Cornerstone Retirement Group’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
2023
Q3 		$481K Buy
+15,274
New +$496K 0.14% 13

Other funds holding LQDW

PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cornerstone Retirement Group's LQDW Position: Q3 2023 in Review

Cornerstone Retirement Group opened a new position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q3 2023: 15,274 shares worth $481K. The stake represents 0.14% of the portfolio and ranks #13 among its holdings.

25 funds tracked by Wall St. Rank hold LQDW as of Q3 2023.

  • Cornerstone Retirement Group held 15,274 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $481K as of Q3 2023.
  • iShares Investment Grade Corporate Bond BuyWrite Strategy ETF was a new Cornerstone Retirement Group position in Q3 2023.
  • iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up 0.14% of Cornerstone Retirement Group's portfolio in Q3 2023, its #13 holding.
  • 25 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.