LPL Financial
LQDW icon

LPL Financial’s iShares LQD Premium Income+ 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
2026
Q2 		$7.79M Buy
324,075
+11,777
+4% +$282K ﹤0.01% 2375
2026
Q1 		$7.55M Buy
312,298
+144,469
+86% +$3.54M ﹤0.01% 2249
2025
Q4 		$4.12M Buy
167,829
+44,386
+36% +$1.11M ﹤0.01% 2713
2025
Q3 		$3.12M Buy
123,443
+17,981
+17% +$455K ﹤0.01% 2907
2025
Q2 		$2.69M Buy
105,462
+62,347
+145% +$1.6M ﹤0.01% 2848
2025
Q1 		$1.13M Buy
43,115
+13,621
+46% +$358K ﹤0.01% 3448
2024
Q4 		$775K Sell
29,494
-834
-3% -$22.7K ﹤0.01% 3713
2024
Q3 		$861K Buy
30,328
+16,179
+114% +$458K ﹤0.01% 3531
2024
Q2 		$399K Sell
14,149
-19,256
-58% -$545K ﹤0.01% 4049
2024
Q1 		$979K Sell
33,405
-48,436
-59% -$1.42M ﹤0.01% 3200
2023
Q4 		$2.43M Buy
81,841
+30,309
+59% +$920K ﹤0.01% 2254
2023
Q3 		$1.62M Buy
+51,532
New +$1.67M ﹤0.01% 2481

Other funds holding LQDW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Sentinel Advisory Group
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial's LQDW Position: Q2 2026 in Review

LPL Financial increased its iShares LQD Premium Income+ ETF (LQDW) stake by 3.8% in Q2 2026, buying an estimated $282K and bringing the position to 324,075 shares worth $7.79M. The position accounts for ﹤0.01% of the portfolio, ranked #2375.

LPL Financial first reported a position in LQDW in Q3 2023 and has held it in 12 quarters since. 43 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

  • LPL Financial held 324,075 shares of iShares LQD Premium Income+ ETF worth $7.79M as of Q2 2026.
  • LPL Financial bought 11,777 iShares LQD Premium Income+ ETF shares in Q2 2026, an estimated $282K.
  • iShares LQD Premium Income+ ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2375 holding.
  • LPL Financial first reported a position in iShares LQD Premium Income+ ETF in Q3 2023 and has held it in 12 quarters since.
  • 43 funds tracked by Wall St. Rank held iShares LQD Premium Income+ ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.