Wells Fargo
LQDW icon

Wells Fargo’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Wells Fargo’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
-1
Closed -$24 – 7113
2025
Q4 		$23 Buy
+1
New +$25 ﹤0.01% 6706
2025
Q3 		– Sell
-426
Closed -$10.8K – 6863
2025
Q2 		$10.9K Buy
+426
New +$10.9K ﹤0.01% 5933

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SAG
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KFS
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MG
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
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

Wells Fargo's LQDW Position: Q1 2026 in Review

Wells Fargo sold out of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q1 2026, closing a stake of 1 share — an estimated $24 sold.

Wells Fargo first reported a position in LQDW in Q2 2025 and held it in 2 quarters. The position peaked at $10.9K in Q2 2025. 45 funds tracked by Wall St. Rank hold LQDW as of Q1 2026.

  • Wells Fargo reported no remaining iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Wells Fargo sold 1 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF share in Q1 2026, an estimated $24.
  • Wells Fargo first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q2 2025 and held it in 2 quarters.
  • Wells Fargo's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $10.9K in Q2 2025.
  • 45 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.