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

Prosperity Consulting 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	$746K	Hold	30,855	–	–	0.03%	288
2025 Q4	$758K	Buy	30,855 +5,437	+21%	+$136K	0.03%	289
2025 Q3	$642K	Buy	+25,418	New	+$643K	0.03%	307

Other funds holding LQDW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAG

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PAG

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Prosperity Consulting Group's LQDW Position: Q1 2026 in Review

Prosperity Consulting Group held its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) position steady in Q1 2026 at 30,855 shares worth $746K. The position accounts for 0.03% of the portfolio, ranked #288.

Prosperity Consulting Group first reported a position in LQDW in Q3 2025 and has held it in 3 quarters since. The position peaked at $758K in Q4 2025. 45 funds tracked by Wall St. Rank hold LQDW as of Q1 2026.

Prosperity Consulting Group held 30,855 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $746K as of Q1 2026.
Prosperity Consulting Group left its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF share count unchanged in Q1 2026.
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up 0.03% of Prosperity Consulting Group's portfolio in Q1 2026, its #288 holding.
Prosperity Consulting Group first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q3 2025 and has held it in 3 quarters since.
Prosperity Consulting Group's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $758K in Q4 2025.
45 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.