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Matthew Hamilton Rosenberg’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Matthew Hamilton Rosenberg’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
2026
Q3 		$65K Hold
636
– – 0.01% 413
2026
Q2 		$69.4K Hold
636
– – 0.01% 395
2026
Q1 		$69.3K Hold
636
– – 0.01% 386
2025
Q4 		$70.1K Hold
636
– – 0.01% 377
2025
Q3 		$70.9K Hold
636
– – 0.02% 380
2025
Q2 		$69.7K Sell
636
-390
-38% -$41.8K 0.02% 395
2025
Q1 		$112K Sell
1,026
-27
-3% -$2.91K 0.03% 295
2024
Q4 		$113K Sell
1,053
-15
-1% -$1.64K 0.03% 288
2024
Q3 		$121K Buy
1,068
+263
+33% +$29.1K 0.03% 281
2024
Q2 		$85.4K Hold
805
– – 0.03% 329
2024
Q1 		$86.5K Buy
805
+299
+59% +$32.5K 0.03% 338
2023
Q4 		$56K Hold
506
– – 0.02% 413
2023
Q3 		$51.6K Sell
506
-4
-0.8% -$422 0.02% 414
2023
Q2 		$55.1K Buy
510
+4
+0.8% +$433 0.02% 411
2023
Q1 		$55.4K Hold
506
– – 0.02% 440
2022
Q4 		$53.3K Hold
506
– – 0.02% 445
2022
Q3 		$52K Hold
506
– – 0.02% 432
2022
Q2 		$56K Sell
506
-1,277
-72% -$144K 0.02% 421
2022
Q1 		$216K Sell
1,783
-353
-17% -$44K 0.08% 177
2021
Q4 		$283K Sell
2,136
-779
-27% -$104K 0.1% 128
2021
Q3 		$388K Buy
2,915
+1,124
+63% +$152K 0.15% 82
2021
Q2 		$241K Hold
1,791
– – 0.13% 107
2021
Q1 		$233K Buy
1,791
+1
+0.1% +$133 0.13% 101
2020
Q4 		$247K Buy
1,790
+728
+69% +$99.1K 0.15% 80
2020
Q3 		$143K Buy
1,062
+397
+60% +$54.1K 0.11% 128
2020
Q2 		$89K Hold
665
– – 0.07% 216
2020
Q1 		$83K Buy
+665
New +$84.7K 0.08% 165

Other funds holding LQD

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
AAFMAA Wealth Management & Trust
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

Matthew Hamilton Rosenberg's LQD Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2026 at 636 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #413.

Matthew Hamilton Rosenberg first reported a position in LQD in Q1 2020 and has held it in 27 quarters since. The position peaked at $388K in Q3 2021. 298 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Matthew Hamilton Rosenberg held 636 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $65K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #413 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $388K in Q3 2021.
  • 298 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.