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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,049
Closed -$421K 159
2020
Q4
$421K Sell
3,049
-26,179
-90% -$3.61M 0.16% 114
2020
Q3
$3.94M Buy
+29,228
New +$3.94M 1.69% 14