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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 $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $1.15T AUM 47.82% 1-Year Est. Return

Mattern Wealth Management's LQD Position: Q1 2021 in Review

Mattern Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 3,049 shares — an estimated $421K sold.

Mattern Wealth Management first reported a position in LQD in Q3 2020 and held it in 2 quarters. The position peaked at $3.94M in Q3 2020. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

  • Mattern Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Mattern Wealth Management sold 3,049 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $421K.
  • Mattern Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and held it in 2 quarters.
  • Mattern Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.94M in Q3 2020.
  • 1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Mattern Wealth Management's 13F filing for Q1 2021, filed 13 May 2021.