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

Polaris Financial Partners’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 Q3	$59K	Buy	+573	New	+$13.4K	0.03%	170

Polaris Financial Partners's LQDW Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q3 2026: 573 shares worth $59K. The stake represents 0.03% of the portfolio and ranks #170 among its holdings.

1 fund tracked by Wall St. Rank holds LQDW as of Q3 2026.

Polaris Financial Partners held 573 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $59K as of Q3 2026.
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF was a new Polaris Financial Partners position in Q3 2026.
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up 0.03% of Polaris Financial Partners's portfolio in Q3 2026, its #170 holding.
1 fund tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.