SYM Financial Corp
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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
Q3 		– Sell
-127
Closed -$13.9K – 572
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

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
North Dakota State Investment Board
North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

SYM Financial Corp's LQD Position: Q3 2026 in Review

SYM Financial Corp sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2026, closing a stake of 127 shares — an estimated $13.9K sold.

SYM Financial Corp first reported a position in LQD in Q4 2017 and held it in 20 quarters. The position peaked at $1.81M in Q3 2022. 539 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • SYM Financial Corp reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • SYM Financial Corp sold 127 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $13.9K.
  • SYM Financial Corp first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 20 quarters.
  • SYM Financial Corp's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.81M in Q3 2022.
  • 539 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.