Raymond James Financial
LQDW icon

Raymond James Financial’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Raymond James Financial’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
Q2 		$10.9M Buy
454,812
+36,397
+9% +$872K ﹤0.01% 2075
2026
Q1 		$10.1M Buy
418,415
+109,599
+35% +$2.68M ﹤0.01% 2010
2025
Q4 		$7.58M Buy
308,816
+12,073
+4% +$301K ﹤0.01% 2190
2025
Q3 		$7.5M Buy
296,743
+46,121
+18% +$1.17M ﹤0.01% 2151
2025
Q2 		$6.4M Buy
250,622
+17,402
+7% +$445K ﹤0.01% 2203
2025
Q1 		$6.13M Buy
233,220
+29,493
+14% +$776K ﹤0.01% 2194
2024
Q4 		$5.35M Buy
+203,727
New +$5.55M ﹤0.01% 2289

Other funds holding LQDW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial's LQDW Position: Q2 2026 in Review

Raymond James Financial increased its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) stake by 8.7% in Q2 2026, buying an estimated $872K and bringing the position to 454,812 shares worth $10.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2075.

Raymond James Financial first reported a position in LQDW in Q4 2024 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

  • Raymond James Financial held 454,812 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $10.9M as of Q2 2026.
  • Raymond James Financial bought 36,397 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $872K.
  • iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2075 holding.
  • Raymond James Financial first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q4 2024 and has held it in 7 quarters since.
  • 43 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.