NewSquare Capital’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.5M | Buy |
+178,554
| New | +$9.61M | 0.82% | 24 |
|
|
2025
Q3 | – | Sell |
-3,371
| Closed | -$180K | – | 676 |
|
|
2025
Q2 | $180K | Sell |
3,371
-1,947
| -37% | -$102K | 0.01% | 186 |
|
|
2025
Q1 | $279K | Sell |
5,318
-303,967
| -98% | -$15.8M | 0.02% | 167 |
|
|
2024
Q4 | $15.9M | Sell |
309,285
-4,357
| -1% | -$228K | 1.27% | 20 |
|
|
2024
Q3 | $16.8M | Buy |
313,642
+12,907
| +4% | +$681K | 1.34% | 20 |
|
|
2024
Q2 | $15.4M | Buy |
300,735
+7,694
| +3% | +$392K | 1.33% | 19 |
|
|
2024
Q1 | $15.1M | Sell |
293,041
-3,260
| -1% | -$168K | 1.34% | 19 |
|
|
2023
Q4 | $15.4M | Buy |
296,301
+6,554
| +2% | +$324K | 1.47% | 12 |
|
|
2023
Q3 | $14.1M | Sell |
289,747
-2,135
| -0.7% | -$106K | 1.49% | 16 |
|
|
2023
Q2 | $14.8M | Sell |
291,882
-2,425
| -0.8% | -$123K | 1.53% | 11 |
|
|
2023
Q1 | $15.1M | Sell |
294,307
-7,086
| -2% | -$359K | 1.78% | 8 |
|
|
2022
Q4 | $14.9M | Sell |
301,393
-21,699
| -7% | -$1.06M | 1.86% | 9 |
|
|
2022
Q3 | $15.6M | Sell |
323,092
-2,108
| -0.6% | -$108K | 1.95% | 11 |
|
|
2022
Q2 | $16.6M | Sell |
325,200
-22,893
| -7% | -$1.19M | 2.13% | 10 |
|
|
2022
Q1 | $19.1M | Sell |
348,093
-4,843
| -1% | -$275K | 2.03% | 12 |
|
|
2021
Q4 | $20.9M | Buy |
352,936
+13,766
| +4% | +$819K | 2.22% | 14 |
|
|
2021
Q3 | $20.4M | Sell |
339,170
-616
| -0.2% | -$37.4K | 2.38% | 14 |
|
|
2021
Q2 | $20.6M | Buy |
339,786
+23,445
| +7% | +$1.4M | 2.44% | 14 |
|
|
2021
Q1 | $18.7M | Buy |
316,341
+22,275
| +8% | +$1.35M | 2.46% | 13 |
|
|
2020
Q4 | $18.2M | Buy |
294,066
+5,576
| +2% | +$341K | 2.54% | 12 |
|
|
2020
Q3 | $17.5M | Buy |
288,490
+16,964
| +6% | +$1.03M | 2.82% | 12 |
|
|
2020
Q2 | $16.4M | Buy |
271,526
+1,558
| +0.6% | +$90.8K | 2.8% | 10 |
|
|
2020
Q1 | $14.8M | Sell |
269,968
-38,882
| -13% | -$2.25M | 2.74% | 10 |
|
|
2019
Q4 | $17.9M | Buy |
308,850
+14,734
| +5% | +$853K | 2.96% | 12 |
|
|
2019
Q3 | $17M | Sell |
294,116
-391
| -0.1% | -$22.5K | 3.09% | 11 |
|
|
2019
Q2 | $16.8M | Buy |
294,507
+19,359
| +7% | +$1.07M | 3.06% | 11 |
|
|
2019
Q1 | $15.2M | Buy |
275,148
+1,550
| +0.6% | +$83.3K | 2.89% | 13 |
|
|
2018
Q4 | $14.3M | Sell |
273,598
-192,934
| -41% | -$10.1M | 3.03% | 11 |
|
|
2018
Q3 | $24.8M | Sell |
466,532
-4,902
| -1% | -$261K | 4.7% | 4 |
|
|
2018
Q2 | $25.1M | Buy |
471,434
+239,786
| +104% | +$12.7M | 5.1% | 3 |
|
|
2018
Q1 | $12.4M | Buy |
231,648
+10,038
| +5% | +$541K | 2.7% | 12 |
|
|
2017
Q4 | $12.1M | Sell |
221,610
-328,130
| -60% | -$18M | 2.77% | 13 |
|
|
2017
Q3 | $12.4M | Buy |
549,740
+316,440
| +136% | +$17.4M | 2.96% | 12 |
|
|
2017
Q2 | $12.8M | Sell |
233,300
-7,044
| -3% | -$386K | 3.11% | 11 |
|
|
2017
Q1 | $13.1M | Buy |
240,344
+161,660
| +205% | +$8.78M | 3.12% | 12 |
|
|
2016
Q4 | $4.26M | Buy |
78,684
+11,552
| +17% | +$631K | 1.06% | 20 |
|
|
2016
Q3 | $3.74M | Buy |
67,132
+12,286
| +22% | +$684K | 0.86% | 24 |
|
|
2016
Q2 | $3.05M | Buy |
54,846
+16,684
| +44% | +$918K | 0.73% | 30 |
|
|
2016
Q1 | $2.09M | Buy |
38,162
+170
| +0.4% | +$9.18K | 0.6% | 35 |
|
|
2015
Q4 | $2.04M | Sell |
37,992
-3,618
| -9% | -$196K | 0.57% | 31 |
|
|
2015
Q3 | $2.26M | Sell |
41,610
-4,040
| -9% | -$219K | 0.67% | 30 |
|
|
2015
Q2 | $2.48M | Sell |
45,650
-6,206
| -12% | -$341K | 0.74% | 33 |
|
|
2015
Q1 | $2.87M | Sell |
51,856
-6,760
| -12% | -$373K | 0.88% | 31 |
|
|
2014
Q4 | $3.2M | Sell |
58,616
-9,572
| -14% | -$525K | 1.08% | 32 |
|
|
2014
Q3 | $3.73M | Sell |
68,188
-5,136
| -7% | -$282K | 1.33% | 28 |
|
|
2014
Q2 | $4.04M | Sell |
73,324
-13,852
| -16% | -$760K | 1.45% | 22 |
|
|
2014
Q1 | $4.75M | Sell |
87,176
-38,252
| -30% | -$2.08M | 1.91% | 13 |
|
|
2013
Q4 | $6.77M | Sell |
125,428
-7,960
| -6% | -$431K | 3.28% | 8 |
|
|
2013
Q3 | $7.2M | Buy |
133,388
+4,040
| +3% | +$217K | 3.46% | 7 |
|
|
2013
Q2 | $6.97M | Buy |
+129,348
| New | +$7.14M | 3.44% | 7 |
|
Other funds holding IGIB
OCM
AC
NewSquare Capital's IGIB Position: Q1 2026 in Review
NewSquare Capital opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026: 178,554 shares worth $9.5M. The stake represents 0.82% of the portfolio and ranks #24 among its holdings. This is a return to the name: NewSquare Capital previously reported a position in IGIB as recently as Q2 2025.
NewSquare Capital first reported a position in IGIB in Q2 2013 and has held it in 50 quarters since. The position peaked at $25.1M in Q2 2018. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.
- NewSquare Capital held 178,554 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $9.5M as of Q1 2026.
- iShares 5-10 Year Investment Grade Corporate Bond ETF was a new NewSquare Capital position in Q1 2026.
- iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.82% of NewSquare Capital's portfolio in Q1 2026, its #24 holding.
- NewSquare Capital first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 50 quarters since.
- NewSquare Capital's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $25.1M in Q2 2018.
- 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.
Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.