Fidelity Investments
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Fidelity Investments’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Fidelity Investments’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
Q3 		– Sell
-66
Closed -$1.86K – 5638
2024
Q2 		$1.86K Buy
+66
New +$1.87K ﹤0.01% 4735

Other funds holding LQDW

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 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
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fidelity Investments's LQDW Position: Q3 2024 in Review

Fidelity Investments sold out of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q3 2024, closing a stake of 66 shares — an estimated $1.86K sold.

Fidelity Investments first reported a position in LQDW in Q2 2024 and held it in 1 quarter. The position peaked at $1.86K in Q2 2024. 23 funds tracked by Wall St. Rank hold LQDW as of Q3 2024.

  • Fidelity Investments reported no remaining iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Fidelity Investments sold 66 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q3 2024, an estimated $1.86K.
  • Fidelity Investments first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q2 2024 and held it in 1 quarter.
  • Fidelity Investments's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $1.86K in Q2 2024.
  • 23 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q3 2024.

Based on Fidelity Investments's 13F filing for Q3 2024, filed 13 Nov 2024.