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WealthShield Partners’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

WealthShield Partners’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 		$3.4K Sell
141
-25,596
-99% -$614K ﹤0.01% 354
2026
Q1 		$622K Buy
25,737
+573
+2% +$14K 0.07% 226
2025
Q4 		$618K Buy
25,164
+7,587
+43% +$189K 0.07% 224
2025
Q3 		$444K Sell
17,577
-2,069
-11% -$52.3K 0.05% 247
2025
Q2 		$501K Sell
19,646
-769
-4% -$19.7K 0.06% 236
2025
Q1 		$537K Buy
20,415
+418
+2% +$11K 0.07% 215
2024
Q4 		$525K Buy
+19,997
New +$545K 0.07% 211
2024
Q3 		– Sell
-144,700
Closed -$4.08M – 497
2024
Q2 		$4.08M Sell
144,700
-8,914
-6% -$252K 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% -$695K 0.7% 37
2023
Q3 		$5.22M Buy
165,639
+10,542
+7% +$343K 0.79% 30
2023
Q2 		$5.23M Buy
155,097
+19,991
+15% +$676K 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% -$427K 0.8% 26
2022
Q3 		$4.97M Buy
+135,173
New +$5.18M 0.99% 25

Other funds holding LQDW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MG
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

WealthShield Partners's LQDW Position: Q2 2026 in Review

WealthShield Partners reduced its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) stake by 99% in Q2 2026, selling an estimated $614K and leaving 141 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

WealthShield Partners first reported a position in LQDW in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.23M in Q2 2023. 43 funds tracked by Wall St. Rank hold LQDW as of Q2 2026.

  • WealthShield Partners held 141 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $3.4K as of Q2 2026.
  • WealthShield Partners sold 25,596 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $614K.
  • iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q2 2026, its #354 holding.
  • WealthShield Partners first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q3 2022 and has held it in 15 quarters since.
  • WealthShield Partners's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $5.23M in Q2 2023.
  • 43 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.