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

Syntax Research’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	$5.19K	Hold	99	–	–	﹤0.01%	165
2026 Q1	$5.2K	Hold	99	–	–	﹤0.01%	161
2025 Q4	$5.24K	Hold	99	–	–	﹤0.01%	161
2025 Q3	$5.25K	Hold	99	–	–	﹤0.01%	162
2025 Q2	$5.22K	Hold	99	–	–	﹤0.01%	158
2025 Q1	$5.18K	Sell	99 -556	-85%	-$28.9K	﹤0.01%	159
2024 Q4	$33.9K	Hold	655	–	–	0.02%	102
2024 Q3	$34.5K	Hold	655	–	–	0.02%	105
2024 Q2	$33.6K	Sell	655 -2,929	-82%	-$149K	0.03%	96
2024 Q1	$184K	Buy	3,584 +7	+0.2%	+$358	0.14%	61
2023 Q4	$183K	Sell	3,577 -83	-2%	-$4.17K	0.15%	59
2023 Q3	$182K	Buy	+3,660	New	+$183K	0.15%	59

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

Syntax Research's IGSB Position: Q2 2026 in Review

Syntax Research held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 99 shares worth $5.19K. The position accounts for ﹤0.01% of the portfolio, ranked #165.

Syntax Research first reported a position in IGSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $184K in Q1 2024. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Syntax Research held 99 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $5.19K as of Q2 2026.
Syntax Research left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Syntax Research's portfolio in Q2 2026, its #165 holding.
Syntax Research 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.
Syntax Research's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $184K in Q1 2024.
1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.