Synergy Asset Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Synergy Asset Management’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
2025 Q4	–	Sell	-71,419	Closed	-$3.86M	–	271
2025 Q3	$3.86M	Buy	+71,419	New	+$3.82M	0.14%	95
2025 Q1	–	Sell	-203	Closed	-$10.9K	–	427
2024 Q4	$10.9K	Buy	+203	New	+$10.6K	﹤0.01%	453

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Synergy Asset Management's IGIB Position: Q4 2025 in Review

Synergy Asset Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2025, closing a stake of 71,419 shares — an estimated $3.86M sold.

Synergy Asset Management first reported a position in IGIB in Q4 2024 and held it in 2 quarters. The position peaked at $3.86M in Q3 2025. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

Synergy Asset Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Synergy Asset Management sold 71,419 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $3.86M.
Synergy Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
Synergy Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.86M in Q3 2025.
689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.