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CRA Financial Services’s iShares Investment Grade Corporate Bond BuyWrite Strategy 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
Q2 		$222K Buy
9,240
+21
+0.2% +$503 0.03% 298
2026
Q1 		$223K Buy
+9,219
New +$226K 0.03% 276

Other funds holding LQDW

SAG
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
BCM
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRA Financial Services's LQDW Position: Q2 2026 in Review

CRA Financial Services increased its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) stake by 0.23% in Q2 2026, buying an estimated $503 and bringing the position to 9,240 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #298.

CRA Financial Services first reported a position in LQDW in Q1 2026 and has held it in 2 quarters since. The position peaked at $223K in Q1 2026. 23 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

  • CRA Financial Services held 9,240 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $222K as of Q2 2026.
  • CRA Financial Services bought 21 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $503.
  • iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up 0.03% of CRA Financial Services's portfolio in Q2 2026, its #298 holding.
  • CRA Financial Services first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • CRA Financial Services's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $223K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.