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

Farther Finance 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
Q2 		$573K Buy
23,837
+23,237
+3,873% +$557K ﹤0.01% 1465
2026
Q1 		$14.5K Hold
600
– – ﹤0.01% 3870
2025
Q4 		$14.7K Hold
600
– – ﹤0.01% 3643
2025
Q3 		$15.2K Buy
+600
New +$15.2K ﹤0.01% 3207

Other funds holding LQDW

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
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors's LQDW Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) stake by 3,873% in Q2 2026, buying an estimated $557K and bringing the position to 23,837 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Farther Finance Advisors first reported a position in LQDW in Q3 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

  • Farther Finance Advisors held 23,837 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $573K as of Q2 2026.
  • Farther Finance Advisors bought 23,237 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $557K.
  • iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1465 holding.
  • Farther Finance Advisors first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.