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

NewEdge Wealth’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	$476K	Sell	9,055 -2,180	-19%	-$115K	0.01%	827
2025 Q4	$594K	Buy	11,235 +223	+2%	+$11.8K	0.01%	776
2025 Q3	$581K	Buy	+11,012	New	+$581K	0.01%	711
2025 Q2	–	Sell	-5,845	Closed	-$306K	–	996
2025 Q1	$306K	Buy	5,845 +65	+1%	+$3.38K	0.01%	769
2024 Q4	$299K	Buy	5,780 +1,694	+41%	+$88.1K	0.01%	767
2024 Q3	$215K	Sell	4,086 -4,102	-50%	-$213K	﹤0.01%	823
2024 Q2	$420K	Sell	8,188 -612	-7%	-$31.2K	0.01%	584
2024 Q1	$448K	Sell	8,800 -18	-0.2%	-$921	0.01%	584
2023 Q4	$452K	Sell	8,818 -200	-2%	-$10K	0.01%	528
2023 Q3	$449K	Buy	9,018 +1,160	+15%	+$58K	0.01%	472
2023 Q2	$394K	Buy	+7,858	New	+$396K	0.01%	498

Other funds holding IGSB

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 New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NewEdge Wealth's IGSB Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 19% in Q1 2026, selling an estimated $115K and leaving 9,055 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #827.

NewEdge Wealth first reported a position in IGSB in Q2 2023 and has held it in 11 quarters since. The position peaked at $594K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

NewEdge Wealth held 9,055 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $476K as of Q1 2026.
NewEdge Wealth sold 2,180 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $115K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #827 holding.
NewEdge Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 11 quarters since.
NewEdge Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $594K in Q4 2025.
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 Wealth's 13F filing for Q1 2026, filed 13 May 2026.