KFS
LQDW icon

Kaizen Financial Strategies’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Kaizen Financial Strategies’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
Q3 		$246K Buy
+10,805
New +$252K 0.1% 150

Other funds holding LQDW

AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Kaizen Financial Strategies's LQDW Position: Q3 2026 in Review

Kaizen Financial Strategies opened a new position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q3 2026: 10,805 shares worth $246K. The stake represents 0.1% of the portfolio and ranks #150 among its holdings.

4 funds tracked by Wall St. Rank hold LQDW as of Q3 2026.

  • Kaizen Financial Strategies held 10,805 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $246K as of Q3 2026.
  • iShares Investment Grade Corporate Bond BuyWrite Strategy ETF was a new Kaizen Financial Strategies position in Q3 2026.
  • iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up 0.1% of Kaizen Financial Strategies's portfolio in Q3 2026, its #150 holding.
  • 4 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.