Mattern Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Mattern Wealth Management’s Portfolio SLQD Stock Details SLQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,515	Closed	-$233K	–	176
2021 Q3	$233K	Sell	4,515 -2,256	-33%	-$117K	0.08%	152
2021 Q2	$351K	Sell	6,771 -14,685	-68%	-$761K	0.11%	132
2021 Q1	$1.11M	Sell	21,456 -173,744	-89%	-$9.03M	0.39%	71
2020 Q4	$10.2M	Buy	195,200 +102,058	+110%	+$5.32M	3.86%	3
2020 Q3	$4.86M	Buy	93,142 +13,927	+18%	+$727K	2.08%	8
2020 Q2	$4.13M	Buy	+79,215	New	+$4.08M	2.01%	11

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mattern Wealth Management's SLQD Position: Q4 2021 in Review

Mattern Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2021, closing a stake of 4,515 shares — an estimated $233K sold.

Mattern Wealth Management first reported a position in SLQD in Q2 2020 and held it in 6 quarters. The position peaked at $10.2M in Q4 2020. 239 funds tracked by Wall St. Rank hold SLQD as of Q4 2021.

Mattern Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Mattern Wealth Management sold 4,515 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $233K.
Mattern Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
Mattern Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $10.2M in Q4 2020.
239 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Mattern Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.