Steward Partners Investment Advisory’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-687	Closed	-$16.6K	–	4784
2026 Q1	$16.6K	Hold	687	–	–	﹤0.01%	3317
2025 Q4	$16.9K	Buy	+687	New	+$17.1K	﹤0.01%	3206
2025 Q2	–	Sell	-3,380	Closed	-$88.9K	–	4203
2025 Q1	$88.9K	Hold	3,380	–	–	﹤0.01%	2082
2024 Q4	$88.8K	Buy	+3,380	New	+$92.1K	﹤0.01%	2040

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

SAG

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

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

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

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

Steward Partners Investment Advisory's LQDW Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q2 2026, closing a stake of 687 shares — an estimated $16.6K sold.

Steward Partners Investment Advisory first reported a position in LQDW in Q4 2024 and held it in 4 quarters. The position peaked at $88.9K in Q1 2025. 43 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

Steward Partners Investment Advisory reported no remaining iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 687 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $16.6K.
Steward Partners Investment Advisory first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q4 2024 and held it in 4 quarters.
Steward Partners Investment Advisory's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $88.9K in Q1 2025.
43 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.