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SYM Financial Corp’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

SYM Financial Corp’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
2025
Q3 		– Sell
-45
Closed -$4.93K – 443
2025
Q2 		$4.93K Sell
45
-11,291
-100% -$1.21M ﹤0.01% 407
2025
Q1 		$1.23M Buy
11,336
+11,261
+15,015% +$1.21M 0.15% 43
2024
Q4 		$8.01K Buy
75
+30
+67% +$3.28K ﹤0.01% 315
2024
Q3 		$5.08K Hold
45
– – ﹤0.01% 255
2024
Q2 		$4.82K Hold
45
– – ﹤0.01% 243
2024
Q1 		$4.9K Sell
45
-268
-86% -$29.1K ﹤0.01% 161
2023
Q4 		$34.6K Buy
313
+268
+596% +$27.9K 0.01% 151
2023
Q3 		$4.59K Sell
45
-4,583
-99% -$483K ﹤0.01% 173
2023
Q2 		$500K Buy
4,628
+1,733
+60% +$187K 0.1% 34
2023
Q1 		$317K Sell
2,895
-3,894
-57% -$422K 0.07% 41
2022
Q4 		$716K Sell
6,789
-10,849
-62% -$1.14M 0.17% 25
2022
Q3 		$1.81M Buy
17,638
+13,863
+367% +$1.53M 0.88% 16
2022
Q2 		$415K Buy
3,775
+3,745
+12,483% +$423K 0.2% 33
2022
Q1 		$4K Buy
+30
New +$3.74K ﹤0.01% 107
2021
Q4 		– Sell
-425
Closed -$57K – 112
2021
Q3 		$57K Buy
+425
New +$57.4K 0.03% 78
2020
Q4 		– Sell
-42
Closed -$6K – 84
2020
Q3 		$6K Buy
+42
New +$5.73K ﹤0.01% 69
2020
Q2 		– Sell
-98
Closed -$12K – 69
2020
Q1 		$12K Hold
98
– – 0.01% 63
2019
Q4 		$13K Buy
+98
New +$12.5K 0.01% 82
2018
Q1 		– Sell
-18
Closed -$2K – 69
2017
Q4 		$2K Buy
+18
New +$2.18K ﹤0.01% 73

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

SYM Financial Corp's LQD Position: Q3 2025 in Review

SYM Financial Corp sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 45 shares — an estimated $4.93K sold.

SYM Financial Corp first reported a position in LQD in Q4 2017 and held it in 19 quarters. The position peaked at $1.81M in Q3 2022. 1,046 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • SYM Financial Corp reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • SYM Financial Corp sold 45 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $4.93K.
  • SYM Financial Corp first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 19 quarters.
  • SYM Financial Corp's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.81M in Q3 2022.
  • 1,046 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on SYM Financial Corp's 13F filing for Q3 2025, filed 3 Nov 2025.