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
2026 Q1	–	Sell	-568	Closed	-$13.9K	–	749
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 $1.55T 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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PCIA

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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: Q1 2026 in Review

Tucker Asset Management sold out of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q1 2026, closing a stake of 568 shares — an estimated $13.9K sold.

Tucker Asset Management first reported a position in LQDW in Q1 2024 and held it in 5 quarters. The position peaked at $18.1K in Q3 2024. 45 funds tracked by Wall St. Rank hold LQDW as of Q1 2026.

Tucker Asset Management reported no remaining iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 568 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $13.9K.
Tucker Asset Management first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q1 2024 and held it in 5 quarters.
Tucker Asset Management's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $18.1K in Q3 2024.
45 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.