KFS
Kelly Financial Services’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-79,535
| Closed | -$2.09M | – | 124 |
|
|
2024
Q4 | $2.09M | Sell |
79,535
-19,310
| -20% | -$508K | 0.75% | 28 |
|
|
2024
Q3 | $2.81M | Buy |
98,845
+11,001
| +13% | +$312K | 1.03% | 23 |
|
|
2024
Q2 | $2.48M | Buy |
87,844
+61,664
| +236% | +$1.74M | 0.89% | 26 |
|
|
2024
Q1 | $767K | Buy |
26,180
+23,292
| +807% | +$682K | 0.29% | 50 |
|
|
2023
Q4 | $85.7K | Buy |
+2,888
| New | +$85.7K | 0.03% | 155 |
|