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Mather Group’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Mather Group’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
Q1 		$4.08M Buy
+168,695
New +$4.13M 0.04% 157

Other funds holding LQDW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAG
Sentinel Advisory Group Middleton, Wisconsin $205M AUM
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mather Group's LQDW Position: Q1 2026 in Review

Mather Group opened a new position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q1 2026: 168,695 shares worth $4.08M. The stake represents 0.04% of the portfolio and ranks #157 among its holdings.

45 funds tracked by Wall St. Rank hold LQDW as of Q1 2026.

  • Mather Group held 168,695 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $4.08M as of Q1 2026.
  • iShares Investment Grade Corporate Bond BuyWrite Strategy ETF was a new Mather Group position in Q1 2026.
  • iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up 0.04% of Mather Group's portfolio in Q1 2026, its #157 holding.
  • 45 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.