Investment Partners Asset Management’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Investment Partners Asset Management’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
2025 Q4	–	Sell	-8,926	Closed	-$226K	–	163
2025 Q3	$226K	Hold	8,926	–	–	0.15%	144
2025 Q2	$228K	Hold	8,926	–	–	0.16%	137
2025 Q1	$235K	Buy	8,926 +380	+4%	+$10K	0.18%	131
2024 Q4	$225K	Buy	+8,546	New	+$233K	0.18%	132

Other funds holding LQDW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PAG

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

AAG

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

Investment Partners Asset Management's LQDW Position: Q4 2025 in Review

Investment Partners Asset Management sold out of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q4 2025, closing a stake of 8,926 shares — an estimated $226K sold.

Investment Partners Asset Management first reported a position in LQDW in Q4 2024 and held it in 4 quarters. The position peaked at $235K in Q1 2025. 41 funds tracked by Wall St. Rank hold LQDW as of Q4 2025.

Investment Partners Asset Management reported no remaining iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position as of Q4 2025 after selling out during the quarter.
Investment Partners Asset Management sold 8,926 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q4 2025, an estimated $226K.
Investment Partners Asset Management first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q4 2024 and held it in 4 quarters.
Investment Partners Asset Management's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $235K in Q1 2025.
41 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q4 2025.

Based on Investment Partners Asset Management's 13F filing for Q4 2025, filed 15 Jan 2026.