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

Eldridge Investment 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
2024
Q2 		– Sell
-20,010
Closed -$586K – 146
2024
Q1 		$586K Buy
+20,010
New +$587K 0.15% 97
2023
Q4 		– Sell
-35,296
Closed -$1.11M – 150
2023
Q3 		$1.11M Buy
+35,296
New +$1.15M 0.37% 56

Other funds holding LQDW

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Eldridge Investment Advisors's LQDW Position: Q2 2024 in Review

Eldridge Investment Advisors sold out of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q2 2024, closing a stake of 20,010 shares — an estimated $586K sold.

Eldridge Investment Advisors first reported a position in LQDW in Q3 2023 and held it in 2 quarters. The position peaked at $1.11M in Q3 2023. 26 funds tracked by Wall St. Rank hold LQDW as of Q2 2024.

  • Eldridge Investment Advisors reported no remaining iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Eldridge Investment Advisors sold 20,010 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q2 2024, an estimated $586K.
  • Eldridge Investment Advisors first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q3 2023 and held it in 2 quarters.
  • Eldridge Investment Advisors's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $1.11M in Q3 2023.
  • 26 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2024.

Based on Eldridge Investment Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.