NA
IGSB icon

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

NewEdge 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 		$10.3M Buy
196,654
+12,337
+7% +$652K 0.04% 448
2025
Q4 		$9.75M Buy
184,317
+22,819
+14% +$1.21M 0.04% 436
2025
Q3 		$8.56M Buy
161,498
+33,838
+27% +$1.79M 0.04% 439
2025
Q2 		$6.74M Buy
127,660
+14,855
+13% +$776K 0.03% 473
2025
Q1 		$5.91M Buy
112,805
+1,871
+2% +$97.3K 0.04% 458
2024
Q4 		$5.74M Buy
110,934
+55,928
+102% +$2.91M 0.03% 455
2024
Q3 		$2.9M Buy
55,006
+6,934
+14% +$361K 0.02% 661
2024
Q2 		$2.46M Buy
48,072
+1,532
+3% +$78.2K 0.02% 667
2024
Q1 		$2.39M Sell
46,540
-8,191
-15% -$419K 0.02% 626
2023
Q4 		$2.8M Buy
54,731
+7,611
+16% +$382K 0.03% 550
2023
Q3 		$2.35M Sell
47,120
-75,096
-61% -$3.76M 0.03% 552
2023
Q2 		$6.13M Sell
122,216
-4,962
-4% -$250K 0.07% 280
2023
Q1 		$6.44M Sell
127,178
-8,011
-6% -$402K 0.08% 247
2022
Q4 		$5.44M Buy
135,189
+16,479
+14% +$816K 0.15% 147
2022
Q3 		$5.85M Buy
118,710
+9,966
+9% +$503K 0.1% 213
2022
Q2 		$5.5M Sell
108,744
-12,126
-10% -$617K 0.09% 217
2022
Q1 		$6.25M Sell
120,870
-279,782
-70% -$14.7M 0.1% 204
2021
Q4 		$21.6M Sell
400,652
-12,851
-3% -$696K 0.33% 69
2021
Q3 		$22.6M Sell
413,503
-160,995
-28% -$8.82M 0.56% 46
2021
Q2 		$31.5M Buy
574,498
+13,799
+2% +$756K 0.84% 22
2021
Q1 		$30.7M Buy
560,699
+143,821
+34% +$7.9M 0.91% 19
2020
Q4 		$23M Buy
416,878
+58,456
+16% +$3.21M 0.75% 33
2020
Q3 		$19.7M Buy
358,422
+47,910
+15% +$2.63M 0.68% 35
2020
Q2 		$17M Buy
310,512
+280,636
+939% +$15.1M 0.66% 41
2020
Q1 		$1.56M Sell
29,876
-14,855
-33% -$791K 0.08% 237
2019
Q4 		$2.4M Buy
44,731
+3,135
+8% +$168K 0.1% 214
2019
Q3 		$2.23M Buy
41,596
+14,847
+56% +$794K 0.1% 201
2019
Q2 		$1.43M Buy
26,749
+1,546
+6% +$81.7K 0.09% 222
2019
Q1 		$1.33M Sell
25,203
-1,651
-6% -$86.2K 0.09% 232
2018
Q4 		$1.39K Sell
26,854
-2,868
-10% -$148K 0.09% 194
2018
Q3 		$1.54M Sell
29,722
-94
-0.3% -$4.87K 0.12% 176
2018
Q2 		$1.54K Buy
29,816
+4,260
+17% +$221K 0.14% 159
2018
Q1 		$1.32M Buy
+25,556
New +$1.33M 0.15% 159

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

NewEdge Advisors's IGSB Position: Q1 2026 in Review

NewEdge Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.7% in Q1 2026, buying an estimated $652K and bringing the position to 196,654 shares worth $10.3M. The position accounts for 0.04% of the portfolio, ranked #448.

NewEdge Advisors first reported a position in IGSB in Q1 2018 and has held it in 33 quarters since. The position peaked at $31.5M in Q2 2021. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • NewEdge Advisors held 196,654 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $10.3M as of Q1 2026.
  • NewEdge Advisors bought 12,337 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $652K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of NewEdge Advisors's portfolio in Q1 2026, its #448 holding.
  • NewEdge Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • NewEdge Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $31.5M in Q2 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.