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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
Q2 		$260K Buy
4,956
+1,054
+27% +$55.3K 0.04% 92
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 $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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New World Advisors's IGSB Position: Q2 2026 in Review

New World Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 27% in Q2 2026, buying an estimated $55.3K and bringing the position to 4,956 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #92.

New World Advisors first reported a position in IGSB in Q1 2019 and has held it in 25 quarters since. The position peaked at $6.86M in Q4 2023. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • New World Advisors held 4,956 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $260K as of Q2 2026.
  • New World Advisors bought 1,054 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $55.3K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of New World Advisors's portfolio in Q2 2026, its #92 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 25 quarters since.
  • New World Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.86M in Q4 2023.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on New World Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.