Jones Financial Companies
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Jones Financial Companies’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Jones Financial Companies’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
Q2 		– Sell
-528
Closed -$13.9K – 4116
2025
Q1 		$13.9K Buy
+528
New +$13.9K ﹤0.01% 2569

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Stifel Financial
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PAG
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Wealth Enhancement Advisory Services
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NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return

Jones Financial Companies's LQDW Position: Q2 2025 in Review

Jones Financial Companies sold out of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q2 2025, closing a stake of 528 shares — an estimated $13.9K sold.

Jones Financial Companies first reported a position in LQDW in Q1 2025 and held it in 1 quarter. The position peaked at $13.9K in Q1 2025. 33 funds tracked by Wall St. Rank hold LQDW as of Q2 2025.

  • Jones Financial Companies reported no remaining iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 528 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q2 2025, an estimated $13.9K.
  • Jones Financial Companies first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q1 2025 and held it in 1 quarter.
  • Jones Financial Companies's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $13.9K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.