Sun Life Financial’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Sun Life Financial’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
2025 Q1	–	Sell	-1,509,000	Closed	-$78M	–	36
2024 Q4	$78M	Hold	1,509,000	–	–	4.35%	6
2024 Q3	$79.5M	Hold	1,509,000	–	–	4.43%	7
2024 Q2	$77.3M	Hold	1,509,000	–	–	4.62%	7
2024 Q1	$77.4M	Hold	1,509,000	–	–	4.87%	6
2023 Q4	$77.4M	Hold	1,509,000	–	–	4.68%	5
2023 Q3	$75.2M	Hold	1,509,000	–	–	5.54%	3
2023 Q2	$75.7M	Hold	1,509,000	–	–	4.63%	4
2023 Q1	$76.3M	Hold	1,509,000	–	–	5.41%	3
2022 Q4	$75.2M	Hold	1,509,000	–	–	5.75%	3
2022 Q3	$74.4M	Hold	1,509,000	–	–	5.96%	3
2022 Q2	$76.3M	Hold	1,509,000	–	–	5.75%	3
2022 Q1	$78M	Sell	1,509,000 -159,000	-10%	-$8.38M	3.61%	5
2021 Q4	$89.9M	Buy	+1,668,000	New	+$90.3M	3.34%	6
2019 Q4	–	Sell	-50,000	Closed	-$2.68M	–	511
2019 Q3	$2.68M	Hold	50,000	–	–	0.69%	14
2019 Q2	$2.67M	Buy	+50,000	New	+$2.64M	0.67%	14
2017 Q4	–	Sell	-200,000	Closed	-$10.5M	–	493
2017 Q3	$10.5M	Hold	200,000	–	–	1.04%	14
2017 Q2	$10.5M	Buy	+200,000	New	+$10.5M	1.13%	14

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Sun Life Financial's IGSB Position: Q1 2025 in Review

Sun Life Financial sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 1,509,000 shares — an estimated $78M sold.

Sun Life Financial first reported a position in IGSB in Q2 2017 and held it in 17 quarters. The position peaked at $89.9M in Q4 2021. 942 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

Sun Life Financial reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Sun Life Financial sold 1,509,000 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $78M.
Sun Life Financial first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2017 and held it in 17 quarters.
Sun Life Financial's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $89.9M in Q4 2021.
942 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Sun Life Financial's 13F filing for Q1 2025, filed 8 May 2025.