Kelly Financial Services’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Kelly Financial Services’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	$4.34M	Buy	180,681 +4,334	+2%	+$104K	0.93%	26
2026 Q1	$4.27M	Buy	+176,347	New	+$4.32M	1.03%	27
2025 Q1	–	Sell	-79,535	Closed	-$2.09M	–	124
2024 Q4	$2.09M	Sell	79,535 -19,310	-20%	-$526K	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%	+$1.75M	0.89%	26
2024 Q1	$767K	Buy	26,180 +23,292	+807%	+$683K	0.29%	50
2023 Q4	$85.7K	Buy	+2,888	New	+$87.7K	0.03%	155

Other funds holding LQDW

SAG

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

AAG

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PAG

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

BCM

BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Kelly Financial Services's LQDW Position: Q2 2026 in Review

Kelly Financial Services increased its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) stake by 2.5% in Q2 2026, buying an estimated $104K and bringing the position to 180,681 shares worth $4.34M. The position accounts for 0.93% of the portfolio, ranked #26.

Kelly Financial Services first reported a position in LQDW in Q4 2023 and has held it in 7 quarters since. 23 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

Kelly Financial Services held 180,681 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $4.34M as of Q2 2026.
Kelly Financial Services bought 4,334 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $104K.
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up 0.93% of Kelly Financial Services's portfolio in Q2 2026, its #26 holding.
Kelly Financial Services first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q4 2023 and has held it in 7 quarters since.
23 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.