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HRT Financial’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

HRT Financial’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 		– Sell
-12,646
Closed -$310K – 4324
2025
Q4 		$310K Buy
+12,646
New +$316K ﹤0.01% 2356

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 $205M AUM
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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 $21.3B AUM 22.13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

HRT Financial's LQDW Position: Q1 2026 in Review

HRT Financial sold out of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q1 2026, closing a stake of 12,646 shares — an estimated $310K sold.

HRT Financial first reported a position in LQDW in Q4 2025 and held it in 1 quarter. The position peaked at $310K in Q4 2025. 45 funds tracked by Wall St. Rank hold LQDW as of Q1 2026.

  • HRT Financial reported no remaining iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 12,646 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $310K.
  • HRT Financial first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q4 2025 and held it in 1 quarter.
  • HRT Financial's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $310K 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 HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.