Golden State Equity Partners’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Golden State Equity 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
2025 Q4	–	Sell	-39,191	Closed	-$990K	–	509
2025 Q3	$990K	Sell	39,191 -2,298	-6%	-$58.1K	0.17%	151
2025 Q2	$1.06M	Sell	41,489 -190	-0.5%	-$4.86K	0.2%	129
2025 Q1	$1.1M	Buy	+41,679	New	+$1.1M	0.22%	125

Other funds holding LQDW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Golden State Equity Partners's LQDW Position: Q4 2025 in Review

Golden State Equity Partners sold out of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q4 2025, closing a stake of 39,191 shares — an estimated $990K sold.

Golden State Equity Partners first reported a position in LQDW in Q1 2025 and held it in 3 quarters. The position peaked at $1.1M in Q1 2025. 41 funds tracked by Wall St. Rank hold LQDW as of Q4 2025.

Golden State Equity Partners reported no remaining iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position as of Q4 2025 after selling out during the quarter.
Golden State Equity Partners sold 39,191 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q4 2025, an estimated $990K.
Golden State Equity Partners first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q1 2025 and held it in 3 quarters.
Golden State Equity Partners's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $1.1M in Q1 2025.
41 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q4 2025.

Based on Golden State Equity Partners's 13F filing for Q4 2025, filed 29 Jan 2026.