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Destiny Wealth Partners’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Destiny Wealth Partners’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 		$339 Buy
+14
New +$343 ﹤0.01% 1130

Other funds holding LQDW

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Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAG
Sentinel Advisory Group Middleton, Wisconsin $205M AUM
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Destiny Wealth Partners's LQDW Position: Q1 2026 in Review

Destiny Wealth Partners opened a new position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q1 2026: 14 shares worth $339. The stake represents ﹤0.01% of the portfolio and ranks #1130 among its holdings.

45 funds tracked by Wall St. Rank hold LQDW as of Q1 2026.

  • Destiny Wealth Partners held 14 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $339 as of Q1 2026.
  • iShares Investment Grade Corporate Bond BuyWrite Strategy ETF was a new Destiny Wealth Partners position in Q1 2026.
  • iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #1130 holding.
  • 45 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.