Tucker Asset Management’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Tucker Asset 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
2025 Q4	$13.9K	Buy	+568	New	+$14.2K	﹤0.01%	520
2025 Q1	–	Sell	-637	Closed	-$16.7K	–	651
2024 Q4	$16.7K	Hold	637	–	–	﹤0.01%	605
2024 Q3	$18.1K	Hold	637	–	–	﹤0.01%	569
2024 Q2	$18K	Buy	637 +101	+19%	+$2.86K	﹤0.01%	664
2024 Q1	$15.7K	Buy	+536	New	+$15.7K	﹤0.01%	737

Other funds holding LQDW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Tucker Asset Management's LQDW Position: Q4 2025 in Review

Tucker Asset Management opened a new position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q4 2025: 568 shares worth $13.9K. The stake represents ﹤0.01% of the portfolio and ranks #520 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in LQDW as recently as Q4 2024.

Tucker Asset Management first reported a position in LQDW in Q1 2024 and has held it in 5 quarters since. The position peaked at $18.1K in Q3 2024. 41 funds tracked by Wall St. Rank hold LQDW as of Q4 2025.

Tucker Asset Management held 568 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $13.9K as of Q4 2025.
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF was a new Tucker Asset Management position in Q4 2025.
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #520 holding.
Tucker Asset Management first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q1 2024 and has held it in 5 quarters since.
Tucker Asset Management's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $18.1K in Q3 2024.
41 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.