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Symmetry Investments’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Symmetry Investments’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 		$49.6M Buy
+455,000
New +$49.6M 3.36% 5
2025
Q3 		– Sell
-77,000
Closed -$8.44M – 169
2025
Q2 		$8.44M Buy
+77,000
New +$8.26M 0.58% 21
2022
Q2 		– Sell
-165,000
Closed -$20M – 118
2022
Q1 		$20M Buy
+165,000
New +$20.6M 2.92% 10

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

Symmetry Investments's LQD Position: Q2 2026 in Review

Symmetry Investments opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 455,000 shares worth $49.6M. The stake represents 3.36% of the portfolio and ranks #5 among its holdings. This is a return to the name: Symmetry Investments previously reported a position in LQD as recently as Q2 2025.

Symmetry Investments first reported a position in LQD in Q1 2022 and has held it in 3 quarters since. 1,118 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Symmetry Investments held 455,000 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $49.6M as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Symmetry Investments position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 3.36% of Symmetry Investments's portfolio in Q2 2026, its #5 holding.
  • Symmetry Investments first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 3 quarters since.
  • 1,118 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Symmetry Investments's 13F filing for Q2 2026, filed 14 Aug 2026.