Mather Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $41.7K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $44.9K | Buy |
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|
2024
Q4 | $34.7K | Sell |
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|
2024
Q3 | $53.7K | Sell |
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|
2024
Q2 | $109K | Buy |
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|
2024
Q1 | $23.8K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $232K | Sell |
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|
2021
Q3 | $305K | Buy |
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|
2021
Q2 | $302K | Buy |
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|
2021
Q1 | $285K | Sell |
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|
2020
Q4 | $347K | Sell |
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|
2020
Q3 | $1.42M | Sell |
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|
2020
Q2 | $3.44M | Buy |
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|
2020
Q1 | $279K | Sell |
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|
2019
Q4 | $474K | Buy |
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|
2019
Q3 | $320K | Buy |
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