CRA Financial Services
LQDW icon

CRA Financial Services’s iShares LQD Premium Income+ ETF LQDW Stock Holding History

CRA 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
Q3 		– Sell
-9,240
Closed -$222K – 332
2026
Q2 		$222K Buy
9,240
+21
+0.2% +$503 0.03% 298
2026
Q1 		$223K Buy
+9,219
New +$226K 0.03% 276

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Prime Capital Investment Advisors
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Armstrong Advisory Group
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CRA Financial Services's LQDW Position: Q3 2026 in Review

CRA Financial Services sold out of iShares LQD Premium Income+ ETF (LQDW) in Q3 2026, closing a stake of 9,240 shares — an estimated $222K sold.

CRA Financial Services first reported a position in LQDW in Q1 2026 and held it in 2 quarters. The position peaked at $223K in Q1 2026. 38 funds tracked by Wall St. Rank hold LQDW as of Q3 2026.

  • CRA Financial Services reported no remaining iShares LQD Premium Income+ ETF position as of Q3 2026 after selling out during the quarter.
  • CRA Financial Services sold 9,240 iShares LQD Premium Income+ ETF shares in Q3 2026, an estimated $222K.
  • CRA Financial Services first reported a position in iShares LQD Premium Income+ ETF in Q1 2026 and held it in 2 quarters.
  • CRA Financial Services's iShares LQD Premium Income+ ETF position peaked at $223K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held iShares LQD Premium Income+ ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.