Triumph Capital Management’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Triumph Capital Management’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	$3.15K	Buy	131 +100	+323%	+$2.4K	﹤0.01%	1488
2026 Q1	$750	Buy	31 +1	+3%	+$24	﹤0.01%	1663
2025 Q4	$737	Sell	30 -7,938	-100%	-$198K	﹤0.01%	1607
2025 Q3	$201K	Buy	+7,968	New	+$201K	0.05%	307
2025 Q1	–	Sell	-8,079	Closed	-$212K	–	291
2024 Q4	$212K	Sell	8,079 -4,320	-35%	-$118K	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%	+$93.6K	0.14%	159
2024 Q1	$286K	Buy	+9,826	New	+$288K	0.12%	168
2023 Q4	–	Sell	-11,720	Closed	-$369K	–	243
2023 Q3	$369K	Buy	+11,720	New	+$381K	0.17%	128

Other funds holding LQDW

SAG

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

BCM

BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Triumph Capital Management's LQDW Position: Q2 2026 in Review

Triumph Capital Management increased its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) stake by 323% in Q2 2026, buying an estimated $2.4K and bringing the position to 131 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Triumph Capital Management first reported a position in LQDW in Q3 2023 and has held it in 9 quarters since. The position peaked at $370K in Q2 2024. 23 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

Triumph Capital Management held 131 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $3.15K as of Q2 2026.
Triumph Capital Management bought 100 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $2.4K.
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1488 holding.
Triumph Capital Management first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q3 2023 and has held it in 9 quarters since.
Triumph Capital Management's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $370K in Q2 2024.
23 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.