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

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $8.65B AUM 19.52% 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

WealthShield Partners's LQDW Position: Q1 2026 in Review

WealthShield Partners increased its iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) stake by 2.3% in Q1 2026, buying an estimated $14K and bringing the position to 25,737 shares worth $622K. The position accounts for 0.07% of the portfolio, ranked #226.

WealthShield Partners first reported a position in LQDW in Q3 2022 and has held it in 14 quarters since. The position peaked at $5.23M in Q2 2023. 45 funds tracked by Wall St. Rank hold LQDW as of Q1 2026.

WealthShield Partners held 25,737 shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF worth $622K as of Q1 2026.
WealthShield Partners bought 573 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $14K.
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF made up 0.07% of WealthShield Partners's portfolio in Q1 2026, its #226 holding.
WealthShield Partners first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q3 2022 and has held it in 14 quarters since.
WealthShield Partners's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $5.23M in Q2 2023.
45 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.