Triumph Capital Management’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,079
| Closed | -$212K | – | 291 |
|
|
2024
Q4 | $212K | Sell |
8,079
-4,320
| -35% | -$113K | 0.07% | 258 |
|
|
2024
Q3 | $352K | Sell |
12,399
-733
| -6% | -$20.8K | 0.13% | 180 |
|
|
2024
Q2 | $370K | Buy |
13,132
+3,306
| +34% | +$93.2K | 0.14% | 159 |
|
|
2024
Q1 | $286K | Buy |
+9,826
| New | +$286K | 0.12% | 168 |
|
|
2023
Q4 | – | Sell |
-11,720
| Closed | -$369K | – | 243 |
|
|
2023
Q3 | $369K | Buy |
+11,720
| New | +$369K | 0.17% | 128 |
|