IFP Advisors
LQDW icon

IFP Advisors’s iShares LQD Premium Income+ 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
Q3 		$1.5K Hold
66
– – ﹤0.01% 4352
2026
Q2 		$1.59K Buy
+66
New +$1.58K ﹤0.01% 4336

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Kelly Financial Services
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Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BluePath Capital Management
BluePath Capital Management Atlanta, Georgia $192M AUM 26.04% 1-Year Est. Return

IFP Advisors's LQDW Position: Q3 2026 in Review

IFP Advisors held its iShares LQD Premium Income+ ETF (LQDW) position steady in Q3 2026 at 66 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4352.

IFP Advisors first reported a position in LQDW in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.59K in Q2 2026. 18 funds tracked by Wall St. Rank hold LQDW as of Q3 2026.

  • IFP Advisors held 66 shares of iShares LQD Premium Income+ ETF worth $1.5K as of Q3 2026.
  • IFP Advisors left its iShares LQD Premium Income+ ETF share count unchanged in Q3 2026.
  • iShares LQD Premium Income+ ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4352 holding.
  • IFP Advisors first reported a position in iShares LQD Premium Income+ ETF in Q2 2026 and has held it in 2 quarters since.
  • IFP Advisors's iShares LQD Premium Income+ ETF position peaked at $1.59K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held iShares LQD Premium Income+ ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.