Symetra Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Symetra Investment Management’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	$82.4M	Sell	755,710 -1,616,170	-68%	-$176M	7.2%	5
2026 Q1	$259M	Buy	2,371,880 +1,356,200	+134%	+$150M	22.39%	3
2025 Q4	$112M	Buy	+1,015,680	New	+$113M	19.7%	2
2021 Q2	–	Sell	-4,000	Closed	-$520K	–	2
2021 Q1	$520K	Hold	4,000	–	–	17.94%	2
2020 Q4	$553K	Hold	4,000	–	–	100%	1
2020 Q3	$539K	Hold	4,000	–	–	100%	1
2020 Q2	$538K	Hold	4,000	–	–	100%	1
2020 Q1	$494K	Buy	+4,000	New	+$510K	100%	1

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Symetra Investment Management's LQD Position: Q2 2026 in Review

Symetra Investment Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 68% in Q2 2026, selling an estimated $176M and leaving 755,710 shares worth $82.4M. The position accounts for 7.2% of the portfolio, ranked #5.

Symetra Investment Management first reported a position in LQD in Q1 2020 and has held it in 8 quarters since. The position peaked at $259M in Q1 2026. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Symetra Investment Management held 755,710 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $82.4M as of Q2 2026.
Symetra Investment Management sold 1,616,170 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $176M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 7.2% of Symetra Investment Management's portfolio in Q2 2026, its #5 holding.
Symetra Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 8 quarters since.
Symetra Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $259M in Q1 2026.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Symetra Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.