SEC 13F Intelligence

Sun Life Financial Inc / IGSB

Sun Life Financial Inc’s Ishares Tr Position

Does Sun Life Financial Inc own Ishares Tr (IGSB)? Not currently — the last reported position was 1.51M shares worth $78M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$78M
Q4 2024
Shares
1.51M
% of Portfolio
+4.35%
Quarters Held
15
position exited

Position History IGSB

Reported value by quarter
Q2 ’19: $3MQ2 ’19Q3 ’19: $3MQ4 ’21: $90MQ4 ’21Q1 ’22: $78MQ2 ’22: $76MQ2 ’22Q3 ’22: $74MQ4 ’22: $75MQ4 ’22Q1 ’23: $76MQ2 ’23: $76MQ2 ’23Q3 ’23: $75MQ4 ’23: $77MQ4 ’23Q1 ’24: $77MQ2 ’24: $77MQ2 ’24Q3 ’24: $79MQ4 ’24: $78MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20241.51M$78M+4.35%
Q3 20241.51M$79M+4.43%
Q2 20241.51M$77M+4.62%
Q1 20241.51M$77M+4.87%
Q4 20231.51M$77M+4.68%
Q3 20231.51M$75M+5.54%
Q2 20231.51M$76M+4.63%
Q1 20231.51M$76M+5.41%
Q4 20221.51M$75M+5.75%
Q3 20221.51M$74M+5.96%
Q2 20221.51M$76M+5.75%
Q1 20221.51M$78M+3.61%
Q4 20211.67M$90M+3.34%
Q3 201950.0K$3M+0.69%
Q2 201950.0K$3M+0.67%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sun Life Financial Inc’s full portfolio or all institutional holders of IGSB.