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

LPL Financial’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 		$2.69M Buy
2025
Q1 		$1.13M Buy
2024
Q4 		$775K Sell
2024
Q3 		$861K Buy
2024
Q2 		$399K Sell
2024
Q1 		$979K Sell
2023
Q4 		$2.43M Buy
2023
Q3 		$1.62M Buy