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Dover Advisors’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Dover Advisors’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 		$590K Buy
24,417
+3,125
+15% +$76.5K 0.24% 92
2025
Q4 		$523K Buy
21,292
+523
+3% +$13.1K 0.2% 103
2025
Q3 		$525K Buy
+20,769
New +$525K 0.21% 102

Other funds holding LQDW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
MG
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
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

Dover Advisors's LQDW Position: Q1 2026 in Review

Dover Advisors increased its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) stake by 15% in Q1 2026, buying an estimated $76.5K and bringing the position to 24,417 shares worth $590K. The position accounts for 0.24% of the portfolio, ranked #92.

Dover Advisors first reported a position in LQDW in Q3 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold LQDW as of Q1 2026.

  • Dover Advisors held 24,417 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $590K as of Q1 2026.
  • Dover Advisors bought 3,125 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $76.5K.
  • iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up 0.24% of Dover Advisors's portfolio in Q1 2026, its #92 holding.
  • Dover Advisors first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.