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Atlas Legacy Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Atlas Legacy Advisors’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,089
Closed -$271K – 207
2025
Q2 		$271K Hold
5,089
– – 0.06% 155
2025
Q1 		$267K Sell
5,089
-107
-2% -$5.56K 0.07% 149
2024
Q4 		$268K Buy
+5,196
New +$272K 0.06% 149

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Atlas Legacy Advisors's IGIB Position: Q3 2025 in Review

Atlas Legacy Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2025, closing a stake of 5,089 shares — an estimated $271K sold.

Atlas Legacy Advisors first reported a position in IGIB in Q4 2024 and held it in 3 quarters. The position peaked at $271K in Q2 2025. 667 funds tracked by Wall St. Rank hold IGIB as of Q3 2025.

  • Atlas Legacy Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Atlas Legacy Advisors sold 5,089 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $271K.
  • Atlas Legacy Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Atlas Legacy Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $271K in Q2 2025.
  • 667 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Atlas Legacy Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.