Sentinel Advisory Group’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Sentinel Advisory 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 Q2	$6.65M	Buy	276,852 +28,188	+11%	+$676K	2.72%	13
2026 Q1	$6.01M	Buy	+248,664	New	+$6.09M	2.93%	13

Other funds holding LQDW

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

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

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

KFS

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

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sentinel Advisory Group's LQDW Position: Q2 2026 in Review

Sentinel Advisory Group increased its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) stake by 11% in Q2 2026, buying an estimated $676K and bringing the position to 276,852 shares worth $6.65M. The position accounts for 2.72% of the portfolio, ranked #13.

Sentinel Advisory Group first reported a position in LQDW in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

Sentinel Advisory Group held 276,852 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $6.65M as of Q2 2026.
Sentinel Advisory Group bought 28,188 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $676K.
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up 2.72% of Sentinel Advisory Group's portfolio in Q2 2026, its #13 holding.
Sentinel Advisory Group first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q1 2026 and has held it in 2 quarters since.
43 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Sentinel Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.