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Mather Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Mather Group’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$95.1K Buy
872
+594
+214% +$64.7K ﹤0.01% 958
2026
Q1 		$30.3K Buy
+278
New +$30.7K ﹤0.01% 1177
2025
Q4 		– Sell
-374
Closed -$41.7K – 1231
2025
Q3 		$41.7K Buy
+374
New +$41.1K ﹤0.01% 944
2025
Q2 		– Sell
-413
Closed -$44.9K – 1256
2025
Q1 		$44.9K Buy
413
+88
+27% +$9.48K ﹤0.01% 911
2024
Q4 		$34.7K Sell
325
-150
-32% -$16.4K ﹤0.01% 946
2024
Q3 		$53.7K Sell
475
-524
-52% -$58K ﹤0.01% 866
2024
Q2 		$109K Buy
999
+784
+365% +$83.7K ﹤0.01% 785
2024
Q1 		$23.8K Buy
+215
New +$23.4K ﹤0.01% 1028
2022
Q1 		– Sell
-1,754
Closed -$232K – 460
2021
Q4 		$232K Sell
1,754
-538
-23% -$71.5K ﹤0.01% 349
2021
Q3 		$305K Buy
2,292
+41
+2% +$5.54K 0.01% 221
2021
Q2 		$302K Buy
2,251
+59
+3% +$7.78K 0.01% 215
2021
Q1 		$285K Sell
2,192
-322
-13% -$42.8K 0.01% 213
2020
Q4 		$347K Sell
2,514
-8,013
-76% -$1.09M 0.01% 170
2020
Q3 		$1.42M Sell
10,527
-15,073
-59% -$2.05M 0.06% 77
2020
Q2 		$3.44M Buy
25,600
+23,344
+1,035% +$3.04M 0.16% 48
2020
Q1 		$279K Sell
2,256
-1,449
-39% -$185K 0.02% 116
2019
Q4 		$474K Buy
3,705
+1,196
+48% +$152K 0.03% 92
2019
Q3 		$320K Buy
+2,509
New +$316K 0.02% 65

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Mather Group's LQD Position: Q2 2026 in Review

Mather Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 214% in Q2 2026, buying an estimated $64.7K and bringing the position to 872 shares worth $95.1K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Mather Group first reported a position in LQD in Q3 2019 and has held it in 18 quarters since. The position peaked at $3.44M in Q2 2020. 1,110 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Mather Group held 872 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $95.1K as of Q2 2026.
  • Mather Group bought 594 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $64.7K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #958 holding.
  • Mather Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 18 quarters since.
  • Mather Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.44M in Q2 2020.
  • 1,110 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.