NewSquare Capital’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $31.9M | Buy |
609,297
+29,130
| +5% | +$1.53M | 2.36% | 6 |
|
|
2026
Q1 | $30.5M | Buy |
580,167
+59,661
| +11% | +$3.15M | 2.64% | 6 |
|
|
2025
Q4 | $27.5M | Sell |
520,506
-129,000
| -20% | -$6.83M | 2.43% | 6 |
|
|
2025
Q3 | $34.4M | Buy |
649,506
+1,175
| +0.2% | +$62K | 2.34% | 6 |
|
|
2025
Q2 | $34.2M | Buy |
648,331
+6,570
| +1% | +$343K | 2.54% | 5 |
|
|
2025
Q1 | $33.6M | Buy |
641,761
+11,367
| +2% | +$591K | 2.74% | 5 |
|
|
2024
Q4 | $32.6M | Sell |
630,394
-4,610
| -0.7% | -$240K | 2.61% | 7 |
|
|
2024
Q3 | $33.4M | Buy |
635,004
+44,871
| +8% | +$2.34M | 2.66% | 7 |
|
|
2024
Q2 | $30.2M | Buy |
590,133
+15,749
| +3% | +$803K | 2.6% | 8 |
|
|
2024
Q1 | $29.5M | Sell |
574,384
-8,393
| -1% | -$429K | 2.61% | 8 |
|
|
2023
Q4 | $29.9M | Sell |
582,777
-12,366
| -2% | -$621K | 2.85% | 5 |
|
|
2023
Q3 | $29.7M | Sell |
595,143
-7,600
| -1% | -$380K | 3.13% | 5 |
|
|
2023
Q2 | $30.2M | Sell |
602,743
-12,769
| -2% | -$643K | 3.14% | 4 |
|
|
2023
Q1 | $31.1M | Sell |
615,512
-28,468
| -4% | -$1.43M | 3.68% | 2 |
|
|
2022
Q4 | $32.1M | Sell |
643,980
-46,358
| -7% | -$2.3M | 4% | 2 |
|
|
2022
Q3 | $34M | Buy |
690,338
+143,234
| +26% | +$7.23M | 4.25% | 2 |
|
|
2022
Q2 | $27.7M | Sell |
547,104
-57,197
| -9% | -$2.91M | 3.54% | 3 |
|
|
2022
Q1 | $31.3M | Sell |
604,301
-6,439
| -1% | -$339K | 3.31% | 3 |
|
|
2021
Q4 | $32.9M | Buy |
610,740
+12,868
| +2% | +$697K | 3.49% | 5 |
|
|
2021
Q3 | $32.7M | Buy |
597,872
+72,746
| +14% | +$3.98M | 3.82% | 4 |
|
|
2021
Q2 | $28.8M | Buy |
525,126
+35,143
| +7% | +$1.93M | 3.41% | 5 |
|
|
2021
Q1 | $26.8M | Buy |
489,983
+36,898
| +8% | +$2.03M | 3.51% | 5 |
|
|
2020
Q4 | $25M | Buy |
453,085
+7,908
| +2% | +$435K | 3.5% | 5 |
|
|
2020
Q3 | $24.4M | Buy |
445,177
+59,161
| +15% | +$3.25M | 3.93% | 4 |
|
|
2020
Q2 | $21.1M | Buy |
386,016
+1,572
| +0.4% | +$84.7K | 3.6% | 4 |
|
|
2020
Q1 | $20.1M | Sell |
384,444
-38,015
| -9% | -$2.02M | 3.73% | 8 |
|
|
2019
Q4 | $22.7M | Buy |
422,459
+25,216
| +6% | +$1.35M | 3.75% | 7 |
|
|
2019
Q3 | $21.3M | Sell |
397,243
-2,832
| -0.7% | -$152K | 3.86% | 7 |
|
|
2019
Q2 | $21.4M | Buy |
400,075
+16,373
| +4% | +$866K | 3.9% | 6 |
|
|
2019
Q1 | $20.3M | Buy |
383,702
+1,313
| +0.3% | +$68.5K | 3.86% | 7 |
|
|
2018
Q4 | $19.7M | Buy |
382,389
+8,555
| +2% | +$441K | 4.17% | 5 |
|
|
2018
Q3 | $19.4M | Sell |
373,834
-16,860
| -4% | -$874K | 3.68% | 10 |
|
|
2018
Q2 | $20.3M | Buy |
390,694
+253,646
| +185% | +$13.1M | 4.12% | 6 |
|
|
2018
Q1 | $7.11M | Buy |
137,048
+3,718
| +3% | +$193K | 1.55% | 22 |
|
|
2017
Q4 | $6.97M | Sell |
133,330
-173,504
| -57% | -$9.1M | 1.59% | 20 |
|
|
2017
Q3 | $7.21M | Buy |
306,834
+164,792
| +116% | +$8.68M | 1.73% | 17 |
|
|
2017
Q2 | $7.48M | Buy |
142,042
+3,808
| +3% | +$200K | 1.82% | 18 |
|
|
2017
Q1 | $7.27M | Buy |
138,234
+63,882
| +86% | +$3.36M | 1.73% | 18 |
|
|
2016
Q4 | $3.9M | Buy |
74,352
+8,324
| +13% | +$438K | 0.97% | 22 |
|
|
2016
Q3 | $3.49M | Buy |
66,028
+7,248
| +12% | +$384K | 0.8% | 26 |
|
|
2016
Q2 | $3.12M | Buy |
+58,780
| New | +$3.1M | 0.74% | 29 |
|
|
2013
Q4 | – | Sell |
-104
| Closed | -$5K | – | 251 |
|
|
2013
Q3 | $5K | Buy |
+104
| New | +$5.46K | ﹤0.01% | 192 |
|
Other funds holding IGSB
MMI
MMA
PI
RIG
MCA
NewSquare Capital's IGSB Position: Q2 2026 in Review
NewSquare Capital increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5% in Q2 2026, buying an estimated $1.53M and bringing the position to 609,297 shares worth $31.9M. The position accounts for 2.36% of the portfolio, ranked #6.
NewSquare Capital first reported a position in IGSB in Q3 2013 and has held it in 42 quarters since. The position peaked at $34.4M in Q3 2025. 495 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.
- NewSquare Capital held 609,297 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $31.9M as of Q2 2026.
- NewSquare Capital bought 29,130 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.53M.
- iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.36% of NewSquare Capital's portfolio in Q2 2026, its #6 holding.
- NewSquare Capital first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2013 and has held it in 42 quarters since.
- NewSquare Capital's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $34.4M in Q3 2025.
- 495 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.
Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.