PWP
LQDW icon

Principle Wealth Partners’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Principle Wealth 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
2023
Q4 		– Sell
-361,728
Closed -$11.4M – 343
2023
Q3 		$11.4M Buy
+361,728
New +$11.8M 1.15% 21

Other funds holding LQDW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Principle Wealth Partners's LQDW Position: Q4 2023 in Review

Principle Wealth Partners sold out of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q4 2023, closing a stake of 361,728 shares — an estimated $11.4M sold.

Principle Wealth Partners first reported a position in LQDW in Q3 2023 and held it in 1 quarter. The position peaked at $11.4M in Q3 2023. 21 funds tracked by Wall St. Rank hold LQDW as of Q4 2023.

  • Principle Wealth Partners reported no remaining iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position as of Q4 2023 after selling out during the quarter.
  • Principle Wealth Partners sold 361,728 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q4 2023, an estimated $11.4M.
  • Principle Wealth Partners first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q3 2023 and held it in 1 quarter.
  • Principle Wealth Partners's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $11.4M in Q3 2023.
  • 21 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q4 2023.

Based on Principle Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.