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

Independent Financial Group’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	$264K	Sell	10,994 -1,859	-14%	-$44.6K	﹤0.01%	1324
2026 Q1	$311K	Buy	12,853 +2,103	+20%	+$51.5K	0.01%	1143
2025 Q4	$264K	Buy	10,750 +2,200	+26%	+$54.9K	0.01%	1213
2025 Q3	$216K	Sell	8,550 -200	-2%	-$5.06K	0.01%	1251
2025 Q2	$223K	Buy	8,750 +200	+2%	+$5.12K	0.01%	1175
2025 Q1	$225K	Buy	+8,550	New	+$225K	0.01%	1062
2024 Q4	–	Sell	-8,150	Closed	-$231K	–	1205
2024 Q3	$231K	Hold	8,150	–	–	0.01%	983
2024 Q2	$230K	Hold	8,150	–	–	0.01%	961
2024 Q1	$239K	Buy	+8,150	New	+$239K	0.01%	893

Other funds holding LQDW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PCIA

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Independent Financial Group's LQDW Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) stake by 14% in Q2 2026, selling an estimated $44.6K and leaving 10,994 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Independent Financial Group first reported a position in LQDW in Q1 2024 and has held it in 9 quarters since. The position peaked at $311K in Q1 2026. 43 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

Independent Financial Group held 10,994 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $264K as of Q2 2026.
Independent Financial Group sold 1,859 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $44.6K.
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1324 holding.
Independent Financial Group first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q1 2024 and has held it in 9 quarters since.
Independent Financial Group's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $311K in Q1 2026.
43 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.