MML Investors Services’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

MML Investors 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
2025 Q3	–	Sell	-11,889	Closed	-$303K	–	2946
2025 Q2	$303K	Buy	+11,889	New	+$304K	﹤0.01%	2424
2024 Q1	–	Sell	-90,143	Closed	-$2.67M	–	2534
2023 Q4	$2.67M	Sell	90,143 -4,915	-5%	-$149K	0.01%	869
2023 Q3	$3M	Buy	95,058 +32,796	+53%	+$1.07M	0.02%	727
2023 Q2	$2.1M	Buy	+62,262	New	+$2.1M	0.01%	888

Other funds holding LQDW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PAG

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

NWM

Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return

MML Investors Services's LQDW Position: Q3 2025 in Review

MML Investors Services sold out of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q3 2025, closing a stake of 11,889 shares — an estimated $303K sold.

MML Investors Services first reported a position in LQDW in Q2 2023 and held it in 4 quarters. The position peaked at $3M in Q3 2023. 34 funds tracked by Wall St. Rank hold LQDW as of Q3 2025.

MML Investors Services reported no remaining iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position as of Q3 2025 after selling out during the quarter.
MML Investors Services sold 11,889 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q3 2025, an estimated $303K.
MML Investors Services first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q2 2023 and held it in 4 quarters.
MML Investors Services's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $3M in Q3 2023.
34 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q3 2025.

Based on MML Investors Services's 13F filing for Q3 2025, filed 14 Nov 2025.