Mattern Wealth Management LLC Closed Holding Positions

Mattern Wealth Management LLC

  • $456 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
IVZ
Invesco Ltd.

Financial Services
Q2 2021 Filed on Jul 27, 2021
27,565
$25.69 - $29.33 $708K - $808K
VFC
V F Corp

Consumer Cyclical
Q2 2021 Filed on Jul 27, 2021
2,632
$76.61 - $90.05 $202K - $237K
ALGN
Align Technology Inc

Healthcare
Q1 2021 Filed on May 13, 2021
628
$496.07 - $620.45 $312K - $390K
PWR
Quanta Services, Inc.

Industrials
Q1 2021 Filed on May 13, 2021
7,696
$68.25 - $88.85 $525K - $684K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2021 Filed on May 13, 2021
3,049
$128.44 - $137.43 $392K - $419K
GLD
Spdr Gold Trust

ETFs
Q4 2020 Filed on Feb 12, 2021
1,143
$166.67 - $183.19 $191K - $209K
HYG
Ishares Tr

ETFs
Q4 2020 Filed on Feb 12, 2021
4,038
$83.46 - $87.3 $337K - $353K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q4 2020 Filed on Feb 12, 2021
8,678
$27.24 - $27.93 $236K - $242K
ABMD
Abiomed Inc

Healthcare
Q4 2020 Filed on Feb 12, 2021
1,320
$251.88 - $324.2 $332K - $428K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q3 2020 Filed on Nov 12, 2020
40,982
$49.76 - $50.06 $2.04M - $2.05M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q3 2020 Filed on Nov 12, 2020
34,560
$42.81 - $44.47 $1.48M - $1.54M
SYY
Sysco Corp

Consumer Defensive
Q3 2020 Filed on Nov 12, 2020
13,193
$50.98 - $68.4 $673K - $902K
HBAN
Huntington Bancshares Inc

Financial Services
Q3 2020 Filed on Nov 12, 2020
25,562
$8.06 - $10.12 $206K - $259K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q2 2020 Filed on Jul 29, 2020
13,994
$22.75 - $26.8 $318K - $375K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q2 2020 Filed on Jul 29, 2020
2
$253501.0 - $302235.0 $507K - $604K
Eaton Vance Corp
Q2 2020 Filed on Jul 29, 2020
8,632
N/A
United Technologies Corp
Q2 2020 Filed on Jul 29, 2020
17,217
N/A
EMB
Ishares Tr

ETFs
Q2 2020 Filed on Jul 29, 2020
6,965
$93.85 - $109.23 $654K - $761K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on May 13, 2020
3,475
$20.14 - $55.75 $70K - $194K
IEMG
Ishares Inc

ETFs
Q1 2020 Filed on May 13, 2020
5,457
$36.22 - $55.44 $198K - $303K
IEFA
Ishares Tr

ETFs
Q1 2020 Filed on May 13, 2020
40,009
$43.31 - $66.12 $1.73M - $2.65M
RWO
Spdr Dow Jones Global Real Est

ETFs
Q1 2020 Filed on May 13, 2020
10,464
$30.12 - $53.58 $315K - $561K
SHYD
Vaneck Short High Yield Muni E

ETFs
Q1 2020 Filed on May 13, 2020
12,500
$17.75 - $25.87 $222K - $323K
PII
Polaris Inc.

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
5,258
$41.77 - $103.03 $220K - $542K
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