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

IFP 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 		$1.59K Buy
+66
New +$1.58K ﹤0.01% 4336

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

IFP Advisors's LQDW Position: Q2 2026 in Review

IFP Advisors opened a new position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q2 2026: 66 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #4336 among its holdings.

9 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

  • IFP Advisors held 66 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $1.59K as of Q2 2026.
  • iShares Investment Grade Corporate Bond BuyWrite Strategy ETF was a new IFP Advisors position in Q2 2026.
  • iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4336 holding.
  • 9 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.