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

Synergy 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 		$148K Buy
1,392
+1,340
+2,577% +$146K 0.04% 207
2026
Q1 		$5.67K Buy
+52
New +$5.73K ﹤0.01% 567
2025
Q2 		– Sell
-52
Closed -$5.65K – 370
2025
Q1 		$5.65K Hold
52
– – ﹤0.01% 437
2024
Q4 		$5.56K Buy
+52
New +$5.69K ﹤0.01% 447

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

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

Synergy Investment Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2,577% in Q2 2026, buying an estimated $146K and bringing the position to 1,392 shares worth $148K. The position accounts for 0.04% of the portfolio, ranked #207.

Synergy Investment Management first reported a position in LQD in Q4 2024 and has held it in 4 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Synergy Investment Management held 1,392 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $148K as of Q2 2026.
  • Synergy Investment Management bought 1,340 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $146K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Synergy Investment Management's portfolio in Q2 2026, its #207 holding.
  • Synergy Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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