Jeff Yass’s iShares LQD Premium Income+ ETF LQDW Stock Holding History

Jeff Yass’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	–	Sell	-37,081	Closed	-$897K	–	14055
2026 Q1	$897K	Buy	37,081 +24,538	+196%	+$601K	﹤0.01%	8169
2025 Q4	$308K	Buy	+12,543	New	+$313K	﹤0.01%	9884
2025 Q3	–	Sell	-12,121	Closed	-$309K	–	13249
2025 Q2	$309K	Sell	12,121 -909	-7%	-$23.3K	﹤0.01%	10272
2025 Q1	$343K	Sell	13,030 -99,539	-88%	-$2.62M	﹤0.01%	9759
2024 Q4	$2.96M	Buy	+112,569	New	+$3.07M	﹤0.01%	4504
2024 Q3	–	Sell	-87,058	Closed	-$2.45M	–	12576
2024 Q2	$2.45M	Buy	+87,058	New	+$2.46M	﹤0.01%	4692
2023 Q3	–	Sell	-36,868	Closed	-$1.24M	–	12541
2023 Q2	$1.24M	Buy	36,868 +17,121	+87%	+$579K	﹤0.01%	6194
2023 Q1	$681K	Buy	19,747 +2,707	+16%	+$93.5K	﹤0.01%	7794
2022 Q4	$580K	Buy	+17,040	New	+$604K	﹤0.01%	7464

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 $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Jeff Yass's LQDW Position: Q2 2026 in Review

Jeff Yass sold out of iShares LQD Premium Income+ ETF (LQDW) in Q2 2026, closing a stake of 37,081 shares — an estimated $897K sold.

Jeff Yass first reported a position in LQDW in Q4 2022 and held it in 9 quarters. The position peaked at $2.96M in Q4 2024. 43 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

Jeff Yass reported no remaining iShares LQD Premium Income+ ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 37,081 iShares LQD Premium Income+ ETF shares in Q2 2026, an estimated $897K.
Jeff Yass first reported a position in iShares LQD Premium Income+ ETF in Q4 2022 and held it in 9 quarters.
Jeff Yass's iShares LQD Premium Income+ ETF position peaked at $2.96M in Q4 2024.
43 funds tracked by Wall St. Rank held iShares LQD Premium Income+ ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.