SPIA
LQDW icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
MG
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
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

Steward Partners Investment Advisory's LQDW Position: Q1 2026 in Review

Steward Partners Investment Advisory held its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) position steady in Q1 2026 at 687 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3317.

Steward Partners Investment Advisory first reported a position in LQDW in Q4 2024 and has held it in 4 quarters since. The position peaked at $88.9K in Q1 2025. 45 funds tracked by Wall St. Rank hold LQDW as of Q1 2026.

  • Steward Partners Investment Advisory held 687 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $16.6K as of Q1 2026.
  • Steward Partners Investment Advisory 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 ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3317 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q4 2024 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $88.9K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.