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SYM Financial Corp’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

SYM Financial Corp’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.9K Buy
+318
New +$16.9K ﹤0.01% 473
2023
Q4 		– Sell
-109
Closed -$5.3K – 190
2023
Q3 		$5.3K Buy
+109
New +$5.43K ﹤0.01% 169
2021
Q1 		– Sell
-93
Closed -$6K – 81
2020
Q4 		$6K Buy
+93
New +$5.69K ﹤0.01% 70

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SYM Financial Corp's IGIB Position: Q2 2026 in Review

SYM Financial Corp opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 318 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #473 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in IGIB as recently as Q3 2023.

SYM Financial Corp first reported a position in IGIB in Q4 2020 and has held it in 3 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • SYM Financial Corp held 318 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $16.9K as of Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new SYM Financial Corp position in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #473 holding.
  • SYM Financial Corp first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 3 quarters since.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.