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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
2026
Q2 		$13.9K Buy
+127
New +$13.8K ﹤0.01% 477
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

SYM Financial Corp's LQD Position: Q2 2026 in Review

SYM Financial Corp opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 127 shares worth $13.9K. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in LQD as recently as Q2 2025.

SYM Financial Corp first reported a position in LQD in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.81M in Q3 2022. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • SYM Financial Corp held 127 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $13.9K as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new SYM Financial Corp position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #477 holding.
  • SYM Financial Corp first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • SYM Financial Corp's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.81M in Q3 2022.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.