Newbridge Financial Services Group’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Newbridge Financial Services Group’s Portfolio IGLB Stock Details IGLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$49.3K	Buy	985 +13	+1%	+$648	0.01%	492
2026 Q1	$48.2K	Buy	972 +9	+0.9%	+$455	0.01%	427
2025 Q4	$48.6K	Buy	963 +16	+2%	+$820	0.01%	440
2025 Q3	$48.8K	Buy	947 +12	+1%	+$605	0.01%	513
2025 Q2	$47K	Buy	935 +12	+1%	+$587	0.01%	515
2025 Q1	$46.4K	Buy	923 +8	+0.9%	+$399	0.01%	382
2024 Q4	$45.2K	Buy	+915	New	+$47K	0.01%	428
2023 Q3	–	Sell	-106	Closed	-$5.46K	–	1350
2023 Q2	$5.46K	Hold	106	–	–	﹤0.01%	993
2023 Q1	$5.55K	Hold	106	–	–	﹤0.01%	1042
2022 Q4	$5.28K	Hold	106	–	–	﹤0.01%	1055
2022 Q3	$5K	Hold	106	–	–	﹤0.01%	1043
2022 Q2	$6K	Hold	106	–	–	﹤0.01%	974
2022 Q1	$7K	Hold	106	–	–	﹤0.01%	1020
2021 Q4	$7K	Hold	106	–	–	﹤0.01%	996
2021 Q3	$7K	Buy	+106	New	+$7.53K	﹤0.01%	951

Other funds holding IGLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Newbridge Financial Services Group increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 1.3% in Q2 2026, buying an estimated $648 and bringing the position to 985 shares worth $49.3K. The position accounts for 0.01% of the portfolio, ranked #492.

Newbridge Financial Services Group first reported a position in IGLB in Q3 2021 and has held it in 15 quarters since. 215 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

Newbridge Financial Services Group held 985 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $49.3K as of Q2 2026.
Newbridge Financial Services Group bought 13 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $648.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #492 holding.
Newbridge Financial Services Group first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 15 quarters since.
215 funds tracked by Wall St. Rank held iShares 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.