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Cyndeo Wealth Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Cyndeo Wealth Partners’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$489K Sell
9,324
-1,137
-11% -$59.6K 0.02% 355
2026
Q1 		$550K Buy
10,461
+2,688
+35% +$142K 0.03% 311
2025
Q4 		$411K Hold
7,773
– – 0.02% 353
2025
Q3 		$412K Buy
7,773
+1
+0% +$53 0.02% 335
2025
Q2 		$410K Hold
7,772
– – 0.02% 328
2025
Q1 		$407K Sell
7,772
-970
-11% -$50.4K 0.03% 322
2024
Q4 		$452K Hold
8,742
– – 0.03% 309
2024
Q3 		$460K Sell
8,742
-147
-2% -$7.65K 0.03% 310
2024
Q2 		$455K Buy
8,889
+1,117
+14% +$57K 0.04% 292
2024
Q1 		$399K Sell
7,772
-2,974
-28% -$152K 0.03% 289
2023
Q4 		$551K Sell
10,746
-147
-1% -$7.38K 0.05% 240
2023
Q3 		$543K Buy
+10,893
New +$545K 0.06% 216

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cyndeo Wealth Partners's IGSB Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 11% in Q2 2026, selling an estimated $59.6K and leaving 9,324 shares worth $489K. The position accounts for 0.02% of the portfolio, ranked #355.

Cyndeo Wealth Partners first reported a position in IGSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $551K in Q4 2023. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Cyndeo Wealth Partners held 9,324 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $489K as of Q2 2026.
  • Cyndeo Wealth Partners sold 1,137 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $59.6K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #355 holding.
  • Cyndeo Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Cyndeo Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $551K in Q4 2023.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.