MWM
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Mattern Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Mattern Wealth Management’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
2021
Q1 		– Sell
-3,049
Closed -$421K – 159
2020
Q4 		$421K Sell
3,049
-26,179
-90% -$3.57M 0.16% 114
2020
Q3 		$3.94M Buy
+29,228
New +$3.98M 1.69% 14

Other funds holding LQD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return