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

Symetra Life Insurance’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
2019
Q4 		$512K Hold
4,000
– – 100% 1
2019
Q3 		$510K Buy
+4,000
New +$504K 100% 1

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Symetra Life Insurance's LQD Position: Q4 2019 in Review

Symetra Life Insurance held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q4 2019 at 4,000 shares worth $512K. The position accounts for 100% of the portfolio, ranked #1.

Symetra Life Insurance first reported a position in LQD in Q3 2019 and has held it in 2 quarters since. 937 funds tracked by Wall St. Rank hold LQD as of Q4 2019.

  • Symetra Life Insurance held 4,000 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $512K as of Q4 2019.
  • Symetra Life Insurance left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q4 2019.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 100% of Symetra Life Insurance's portfolio in Q4 2019, its #1 holding.
  • Symetra Life Insurance first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 2 quarters since.
  • 937 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Symetra Life Insurance's 13F filing for Q4 2019, filed 14 Feb 2020.