Synergy Investment Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Synergy Investment Management’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	$261K	Buy	+5,003	New	+$262K	0.06%	146

Other funds holding IGSB

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Synergy Investment Management's IGSB Position: Q2 2026 in Review

Synergy Investment Management opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 5,003 shares worth $261K. The stake represents 0.06% of the portfolio and ranks #146 among its holdings.

1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Synergy Investment Management held 5,003 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $261K as of Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Synergy Investment Management position in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Synergy Investment Management's portfolio in Q2 2026, its #146 holding.
1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.