SYM FINANCIAL Corp LQD Holdings History

Number of Shares
11,336.00
Current Holdings Value*
$1.23 Mil
% of Portfolio
0.15%
Total Estimate Gain
$-87,649.70
% of Total Estimate Gain
-2.54%

SYM FINANCIAL Corp's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary

As of 2025-03-31, SYM FINANCIAL Corp held 11,336.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $1.23 Mil. This investment constitutes 0.15% of their stock portfolio, and SYM FINANCIAL Corp now holds 0% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.

The initial trade took place in 2019Q4. And since then SYM FINANCIAL Corp has made 10 purchases of LQD, at an average price of $109.54, for a total of 31,495.00 shares. In addition, there have been 7 sales at an average price of $105.93 for 20,159.00 shares. Based on historical transaction data and LQD's current price of $108.25, SYM FINANCIAL Corp's estimated gain on his LQD holdings is $-87,649.70, reflecting a -2.54% gain to date.

SYM FINANCIAL Corp LQD ($108.25) Holding Chart

SYM FINANCIAL Corp LQD ($108.25) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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