WealthShield Partners’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
Q2 | $501K | Sell |
19,646
-769
| -4% | -$19.6K | 0.06% | 236 |
|
|
2025
Q1 | $537K | Buy |
20,415
+418
| +2% | +$11K | 0.07% | 214 |
|
|
2024
Q4 | $525K | Buy |
+19,997
| New | +$525K | 0.07% | 211 |
|
|
2024
Q3 | – | Sell |
-144,700
| Closed | -$4.08M | – | 495 |
|
|
2024
Q2 | $4.08M | Sell |
144,700
-8,914
| -6% | -$251K | 0.62% | 39 |
|
|
2024
Q1 | $4.5M | Buy |
153,614
+10,858
| +8% | +$318K | 0.73% | 35 |
|
|
2023
Q4 | $4.23M | Sell |
142,756
-22,883
| -14% | -$679K | 0.7% | 37 |
|
|
2023
Q3 | $5.22M | Buy |
165,639
+10,542
| +7% | +$332K | 0.79% | 30 |
|
|
2023
Q2 | $5.23M | Buy |
155,097
+19,991
| +15% | +$674K | 0.79% | 30 |
|
|
2023
Q1 | $4.66M | Buy |
135,106
+11,967
| +10% | +$413K | 0.75% | 30 |
|
|
2022
Q4 | $4.19M | Sell |
123,139
-12,034
| -9% | -$409K | 0.8% | 26 |
|
|
2022
Q3 | $4.97M | Buy |
+135,173
| New | +$4.97M | 0.99% | 25 |
|