Lloyd Advisory Services’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$419K Sell
16,411
-82
-0.5% -$2.09K 0.2% 57
2025
Q1
$434K Buy
16,493
+145
+0.9% +$3.81K 0.22% 58
2024
Q4
$429K Buy
16,348
+249
+2% +$6.54K 0.2% 59
2024
Q3
$457K Buy
16,099
+1,230
+8% +$34.9K 0.22% 56
2024
Q2
$419K Buy
+14,869
New +$419K 0.2% 57