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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$311K Buy
2025
Q4
$264K Buy
2025
Q3
$216K Sell
2025
Q2
$223K Buy
2025
Q1
$225K Buy
2024
Q4
Sell
2024
Q3
$231K Hold
2024
Q2
$230K Hold
2024
Q1
$239K Buy