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
2025 Q3	–	Sell	-200,000	Closed	-$21.9M	–	170
2025 Q2	$21.9M	Buy	+200,000	New	+$21.5M	1.52%	9
2024 Q1	–	Sell	-425,000	Closed	-$47M	–	230
2023 Q4	$47M	Buy	+425,000	New	+$44.3M	3.41%	2
2022 Q2	–	Sell	-1,000,000	Closed	-$121M	–	119
2022 Q1	$121M	Buy	+1,000,000	New	+$125M	17.67%	1

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Symmetry Investments's LQD Position: Q3 2025 in Review

Symmetry Investments sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 77,000 shares — an estimated $8.44M sold.

Symmetry Investments first reported a position in LQD in Q1 2022 and held it in 2 quarters. The position peaked at $20M in Q1 2022. 1,046 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

Symmetry Investments reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Symmetry Investments sold 77,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $8.44M.
Symmetry Investments first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
Symmetry Investments's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $20M in Q1 2022.
1,046 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Symmetry Investments's 13F filing for Q3 2025, filed 14 Nov 2025.