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

Newbridge Financial Services 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
2026 Q2	$31.1K	Buy	+585	New	+$31.1K	﹤0.01%	601
2022 Q4	–	Sell	-63	Closed	-$3K	–	1482
2022 Q3	$3K	Hold	63	–	–	﹤0.01%	1133
2022 Q2	$3K	Hold	63	–	–	﹤0.01%	1108
2022 Q1	$3K	Buy	+63	New	+$3.57K	﹤0.01%	1209
2021 Q2	–	Sell	-201	Closed	-$12K	–	1463
2021 Q1	$12K	Buy	+201	New	+$12.2K	0.01%	844

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Newbridge Financial Services Group's IGIB Position: Q2 2026 in Review

Newbridge Financial Services Group opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 585 shares worth $31.1K. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in IGIB as recently as Q3 2022.

Newbridge Financial Services Group first reported a position in IGIB in Q1 2021 and has held it in 5 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Newbridge Financial Services Group held 585 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $31.1K as of Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Newbridge Financial Services Group position in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #601 holding.
Newbridge Financial Services Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 5 quarters since.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.