N.E.W. Advisory Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

N.E.W. Advisory Services’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	$52.3K	Hold	997	–	–	﹤0.01%	372
2026 Q1	$52.4K	Hold	997	–	–	﹤0.01%	359
2025 Q4	$52.7K	Hold	997	–	–	﹤0.01%	350
2025 Q3	$52.9K	Hold	997	–	–	﹤0.01%	312
2025 Q2	$52.6K	Hold	997	–	–	0.01%	306
2025 Q1	$52.2K	Buy	+997	New	+$51.8K	﹤0.01%	351
2022 Q2	–	Sell	-6,499	Closed	-$354K	–	139
2022 Q1	$354K	Buy	+6,499	New	+$343K	0.07%	96
2021 Q4	–	Sell	-4,776	Closed	-$261K	–	136
2021 Q3	$261K	Sell	4,776 -812	-15%	-$44.5K	0.04%	115
2021 Q2	$308K	Sell	5,588 -911	-14%	-$49.9K	0.05%	105
2021 Q1	$353K	Sell	6,499 -1,637	-20%	-$89.9K	0.07%	97
2020 Q4	$447K	Buy	+8,136	New	+$447K	0.09%	93

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

N.E.W. Advisory Services's IGSB Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 997 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

N.E.W. Advisory Services first reported a position in IGSB in Q4 2020 and has held it in 11 quarters since. The position peaked at $447K in Q4 2020. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

N.E.W. Advisory Services held 997 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $52.3K as of Q2 2026.
N.E.W. Advisory Services 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 N.E.W. Advisory Services's portfolio in Q2 2026, its #372 holding.
N.E.W. Advisory Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 11 quarters since.
N.E.W. Advisory Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $447K in Q4 2020.
1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.