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

Harbour 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
2026
Q1 		$270K Buy
11,151
+157
+1% +$3.84K ﹤0.01% 1366
2025
Q4 		$270K Buy
10,994
+6,382
+138% +$159K 0.01% 1139
2025
Q3 		$117K Buy
4,612
+3,794
+464% +$95.9K ﹤0.01% 1518
2025
Q2 		$20.9K Buy
+818
New +$20.9K ﹤0.01% 2212

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

Harbour Investments's LQDW Position: Q1 2026 in Review

Harbour Investments increased its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) stake by 1.4% in Q1 2026, buying an estimated $3.84K and bringing the position to 11,151 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Harbour Investments first reported a position in LQDW in Q2 2025 and has held it in 4 quarters since. The position peaked at $270K in Q4 2025. 45 funds tracked by Wall St. Rank hold LQDW as of Q1 2026.

  • Harbour Investments held 11,151 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $270K as of Q1 2026.
  • Harbour Investments bought 157 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $3.84K.
  • iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1366 holding.
  • Harbour Investments first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q2 2025 and has held it in 4 quarters since.
  • Harbour Investments's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $270K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.