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Syntax Research’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Syntax Research’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 		$2.88M Sell
26,416
-31,499
-54% -$3.43M 2.1% 11
2026
Q1 		$6.31M Buy
57,915
+233
+0.4% +$25.7K 4.02% 6
2025
Q4 		$6.36M Buy
57,682
+20,078
+53% +$2.23M 3.92% 6
2025
Q3 		$4.19M Buy
37,604
+3,136
+9% +$345K 2.69% 11
2025
Q2 		$3.78M Buy
34,468
+4,208
+14% +$452K 2.68% 10
2025
Q1 		$3.29M Buy
30,260
+4,895
+19% +$527K 2.27% 14
2024
Q4 		$2.71M Sell
25,365
-4,404
-15% -$482K 1.94% 22
2024
Q3 		$3.36M Buy
29,769
+22,018
+284% +$2.44M 2.27% 16
2024
Q2 		$830K Sell
7,751
-833
-10% -$88.9K 0.66% 28
2024
Q1 		$935K Sell
8,584
-51
-0.6% -$5.54K 0.71% 32
2023
Q4 		$956K Sell
8,635
-272
-3% -$28.3K 0.8% 31
2023
Q3 		$909K Buy
+8,907
New +$939K 0.74% 33

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

Syntax Research's LQD Position: Q2 2026 in Review

Syntax Research reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 54% in Q2 2026, selling an estimated $3.43M and leaving 26,416 shares worth $2.88M. The position accounts for 2.1% of the portfolio, ranked #11.

Syntax Research first reported a position in LQD in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.36M in Q4 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Syntax Research held 26,416 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.88M as of Q2 2026.
  • Syntax Research sold 31,499 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.43M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.1% of Syntax Research's portfolio in Q2 2026, its #11 holding.
  • Syntax Research first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Syntax Research's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.36M in Q4 2025.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.