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Newbridge Financial Services Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Newbridge Financial Services Group’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 		$89.1K Hold
1,700
– – 0.01% 356
2026
Q1 		$89.4K Hold
1,700
– – 0.01% 330
2025
Q4 		$89.9K Hold
1,700
– – 0.01% 332
2025
Q3 		$90.2K Sell
1,700
-295
-15% -$15.6K 0.01% 404
2025
Q2 		$105K Buy
1,995
+295
+17% +$15.4K 0.02% 370
2025
Q1 		$89K Hold
1,700
– – 0.02% 281
2024
Q4 		$87.9K Buy
+1,700
New +$88.4K 0.02% 296
2024
Q3 		– Sell
-1,700
Closed -$87.1K – 854
2024
Q2 		$87.1K Hold
1,700
– – 0.03% 282
2024
Q1 		$87.2K Hold
1,700
– – 0.04% 310
2023
Q4 		$87.2K Hold
1,700
– – 0.04% 297
2023
Q3 		$84.7K Hold
1,700
– – 0.04% 329
2023
Q2 		$85.3K Sell
1,700
-128
-7% -$6.45K 0.04% 342
2023
Q1 		$92.4K Sell
1,828
-68
-4% -$3.41K 0.05% 331
2022
Q4 		$94.5K Buy
1,896
+1
+0.1% +$50 0.05% 311
2022
Q3 		$93K Sell
1,895
-9
-0.5% -$454 0.05% 309
2022
Q2 		$96K Buy
1,904
+125
+7% +$6.36K 0.06% 274
2022
Q1 		$92K Buy
1,779
+33
+2% +$1.74K 0.05% 321
2021
Q4 		$94K Buy
1,746
+103
+6% +$5.58K 0.04% 322
2021
Q3 		$90K Buy
1,643
+1,598
+3,551% +$87.5K 0.06% 286
2021
Q2 		$2K Hold
45
– – ﹤0.01% 1278
2021
Q1 		$2K Buy
45
+35
+350% +$1.92K ﹤0.01% 1173
2020
Q4 		$1K Hold
10
– – ﹤0.01% 1034
2020
Q3 		$1K Buy
+10
New +$549 ﹤0.01% 974

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

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

Newbridge Financial Services Group held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 1,700 shares worth $89.1K. The position accounts for 0.01% of the portfolio, ranked #356.

Newbridge Financial Services Group first reported a position in IGSB in Q3 2020 and has held it in 23 quarters since. The position peaked at $105K in Q2 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Newbridge Financial Services Group held 1,700 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $89.1K as of Q2 2026.
  • Newbridge Financial Services Group left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #356 holding.
  • Newbridge Financial Services Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $105K in Q2 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 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.