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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
Q2 		$300K Sell
5,731
-3,324
-37% -$174K ﹤0.01% 1033
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
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

NewEdge Wealth's IGSB Position: Q2 2026 in Review

NewEdge Wealth reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 37% in Q2 2026, selling an estimated $174K and leaving 5,731 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

NewEdge Wealth first reported a position in IGSB in Q2 2023 and has held it in 12 quarters since. The position peaked at $594K in Q4 2025. 1,008 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • NewEdge Wealth held 5,731 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $300K as of Q2 2026.
  • NewEdge Wealth sold 3,324 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $174K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1033 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 12 quarters since.
  • NewEdge Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $594K in Q4 2025.
  • 1,008 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.