Ownership history in SYNTAX RESEARCH, INC. · 10 quarters on record
This page tracks every 13F SEC filing in which SYNTAX RESEARCH, INC. reported a position in ISHARES TR (LQD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 57,682 | +20,078 | +53.4% | 3.92% | $6.4M | $109.41 |
| 2025 Q3 | ADDED | 37,604 | +3,136 | +9.1% | 2.69% | $4.2M | $109.04 |
| 2025 Q2 | ADDED | 34,468 | +4,208 | +13.9% | 2.68% | $3.8M | $106.02 |
| 2025 Q1 | ADDED | 30,260 | +4,895 | +19.3% | 2.27% | $3.3M | $103.92 |
| 2024 Q4 | REDUCED | 25,365 | -4,404 | -14.8% | 1.94% | $2.7M | $101.40 |
| 2024 Q3 | ADDED | 29,769 | +22,018 | +284.1% | 2.27% | $3.4M | $105.72 |
| 2024 Q2 | REDUCED | 7,751 | -833 | -9.7% | 0.66% | $830K | $99.16 |
| 2024 Q1 | REDUCED | 8,584 | -51 | -0.6% | 0.71% | $935K | $99.67 |
| 2023 Q4 | REDUCED | 8,635 | -272 | -3.1% | 0.80% | $956K | $100.54 |
| 2023 Q3 | INITIATED | 8,907 | — | — | 0.74% | $909K | — |
As of 2025 Q4 — sorted by position size