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New World Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

New World Advisors’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
Q1 		$205K Sell
3,902
-17,758
-82% -$939K 0.04% 80
2025
Q4 		$1.15M Sell
21,660
-12,533
-37% -$664K 0.2% 18
2025
Q3 		$1.81M Sell
34,193
-7,685
-18% -$406K 0.33% 11
2025
Q2 		$2.21M Sell
41,878
-5,265
-11% -$275K 0.47% 9
2025
Q1 		$2.47M Sell
47,143
-21,580
-31% -$1.12M 0.56% 7
2024
Q4 		$3.55M Sell
68,723
-3,556
-5% -$185K 0.86% 4
2024
Q3 		$3.81M Sell
72,279
-8,014
-10% -$417K 0.99% 4
2024
Q2 		$4.11M Buy
80,293
+1,129
+1% +$57.6K 1.15% 4
2024
Q1 		$4.06M Sell
79,164
-54,582
-41% -$2.79M 1.19% 4
2023
Q4 		$6.86M Buy
133,746
+5,332
+4% +$268K 2.1% 3
2023
Q3 		$6.4M Buy
128,414
+52,216
+69% +$2.61M 2.23% 3
2023
Q2 		$3.82M Buy
76,198
+5,594
+8% +$282K 1.35% 5
2023
Q1 		$3.57M Buy
70,604
+5,811
+9% +$292K 1.37% 5
2022
Q4 		$3.23M Sell
64,793
-4,756
-7% -$235K 1.1% 7
2022
Q3 		$3.43M Buy
69,549
+499
+0.7% +$25.2K 1.63% 5
2022
Q2 		$3.49M Buy
69,050
+2,228
+3% +$113K 1.88% 6
2022
Q1 		$3.4M Buy
66,822
+43,659
+188% +$2.3M 1.78% 4
2021
Q4 		$1.25M Buy
23,163
+1,324
+6% +$71.7K 0.57% 13
2021
Q3 		$1.19M Buy
+21,839
New +$1.2M 0.55% 10
2021
Q2 		– Sell
-11,645
Closed -$637K – 103
2021
Q1 		$637K Sell
11,645
-9,206
-44% -$506K 0.35% 12
2020
Q4 		$1.15M Sell
20,851
-201
-1% -$11.1K 0.74% 7
2020
Q3 		$1.16M Buy
21,052
+199
+1% +$10.9K 0.74% 7
2020
Q2 		$1.15M Buy
+20,853
New +$1.12M 0.78% 8
2019
Q2 		– Sell
-862
Closed -$46K – 63
2019
Q1 		$46K Buy
+862
New +$45K 0.03% 57

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

New World Advisors's IGSB Position: Q1 2026 in Review

New World Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 82% in Q1 2026, selling an estimated $939K and leaving 3,902 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #80.

New World Advisors first reported a position in IGSB in Q1 2019 and has held it in 24 quarters since. The position peaked at $6.86M in Q4 2023. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • New World Advisors held 3,902 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $205K as of Q1 2026.
  • New World Advisors sold 17,758 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $939K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of New World Advisors's portfolio in Q1 2026, its #80 holding.
  • New World Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 24 quarters since.
  • New World Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.86M in Q4 2023.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.