Mather Group’s iShares LQD Premium Income+ ETF LQDW Stock Holding History

Mather Group’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 Q3	$2.19M	Buy	96,157 +1,642	+2%	+$38.3K	0.02%	260
2026 Q2	$2.27M	Sell	94,515 -74,180	-44%	-$1.78M	0.02%	256
2026 Q1	$4.08M	Buy	+168,695	New	+$4.13M	0.04%	157

Other funds holding LQDW

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Mather Group's LQDW Position: Q3 2026 in Review

Mather Group increased its iShares LQD Premium Income+ ETF (LQDW) stake by 1.7% in Q3 2026, buying an estimated $38.3K and bringing the position to 96,157 shares worth $2.19M. The position accounts for 0.02% of the portfolio, ranked #260.

Mather Group first reported a position in LQDW in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.08M in Q1 2026. 13 funds tracked by Wall St. Rank hold LQDW as of Q3 2026.

Mather Group held 96,157 shares of iShares LQD Premium Income+ ETF worth $2.19M as of Q3 2026.
Mather Group bought 1,642 iShares LQD Premium Income+ ETF shares in Q3 2026, an estimated $38.3K.
iShares LQD Premium Income+ ETF made up 0.02% of Mather Group's portfolio in Q3 2026, its #260 holding.
Mather Group first reported a position in iShares LQD Premium Income+ ETF in Q1 2026 and has held it in 3 quarters since.
Mather Group's iShares LQD Premium Income+ ETF position peaked at $4.08M in Q1 2026.
13 funds tracked by Wall St. Rank held iShares LQD Premium Income+ ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.