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iShares IBoxx $ Invest Grade Corp Bd shares owned by Synergy Investment Management

Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in iShares IBoxx $ Invest Grade Corp Bd

Tip: Access up to 7 years of quarterly data

All positions including iShares IBoxx $ Invest Grade Corp Bd held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $148k 1.4k 106.22
2026-03-31 $5.7k 52 109.00
2025-03-31 $5.7k 52 108.69
2024-12-31 $5.6k 52 106.85

More positions owned by Synergy Investment Management

Ishares Core MF Closed and MF Open (IVV)
Vanguard S&p MF Closed and MF Open (VOO)
Ishares U S MF Closed and MF Open (DYNF)
Vanguard Morningstar Growth ETF Growth Etf (VUG)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPYV)
Ishares Core MF Closed and MF Open (IEMG)
State Street MF Closed and MF Open (SPTI)
Ishares A I MF Closed and MF Open (BAI)
Ishares Systematic MF Closed and MF Open (IALT)
Ishares U S MF Closed and MF Open (GOVT)
Capital Group MF Closed and MF Open (CGDV)
Pacer Data MF Closed and MF Open (TRFK)
Invesco S&p MF Closed and MF Open (SPMO)
First Trust MF Closed and MF Open (FAD)

View all positions for Synergy Investment Management

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Susquehanna International
BlackRock
Meiji Yasuda Life Insurance Company
Goldman Sachs Group
Morgan Stanley
Wealthfront Advisers
Financial Engines Advisors L.L.C
Barclays
Prudential Financial
Nuveen
Japan Science & Technology Agency
Citadel Advisors
Jane Street
Allianz Se

View all funds holding iShares IBoxx $ Invest Grade Corp Bd