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New Century Financial Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

New Century Financial Group’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
Q3 		– Sell
-4,004
Closed -$213K – 89
2025
Q2 		$213K Buy
+4,004
New +$209K 0.25% 100
2025
Q1 		– Sell
-12,284
Closed -$632K – 212
2024
Q4 		$632K Sell
12,284
-820
-6% -$42.9K 0.27% 111
2024
Q3 		$704K Buy
+13,104
New +$691K 0.26% 120

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

New Century Financial Group's IGIB Position: Q3 2025 in Review

New Century Financial Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2025, closing a stake of 4,004 shares — an estimated $213K sold.

New Century Financial Group first reported a position in IGIB in Q3 2024 and held it in 3 quarters. The position peaked at $704K in Q3 2024. 667 funds tracked by Wall St. Rank hold IGIB as of Q3 2025.

  • New Century Financial Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • New Century Financial Group sold 4,004 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $213K.
  • New Century Financial Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 3 quarters.
  • New Century Financial Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $704K in Q3 2024.
  • 667 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on New Century Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.