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

Synergy Asset 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
Q1 		– Sell
-3,265
Closed -$360K – 285
2025
Q4 		$360K Buy
3,265
+1,390
+74% +$155K 0.04% 154
2025
Q3 		$209K Buy
+1,875
New +$206K 0.01% 243
2025
Q1 		– Sell
-76
Closed -$8.59K – 511
2024
Q4 		$8.59K Buy
+76
New +$8.32K ﹤0.01% 497

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Synergy Asset Management's LQD Position: Q1 2026 in Review

Synergy Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 3,265 shares — an estimated $360K sold.

Synergy Asset Management first reported a position in LQD in Q4 2024 and held it in 3 quarters. The position peaked at $360K in Q4 2025. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Synergy Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Synergy Asset Management sold 3,265 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $360K.
  • Synergy Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Synergy Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $360K in Q4 2025.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.