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Atomi Financial Group’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Atomi Financial Group’s Portfolio IGEB Stock Details IGEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,795
Closed -$216K – 1149
2025
Q1 		$216K Buy
+4,795
New +$214K 0.01% 939

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Atomi Financial Group's IGEB Position: Q2 2025 in Review

Atomi Financial Group sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2025, closing a stake of 4,795 shares — an estimated $216K sold.

Atomi Financial Group first reported a position in IGEB in Q1 2025 and held it in 1 quarter. The position peaked at $216K in Q1 2025. 178 funds tracked by Wall St. Rank hold IGEB as of Q2 2025.

  • Atomi Financial Group reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Atomi Financial Group sold 4,795 iShares Investment Grade Systematic Bond ETF shares in Q2 2025, an estimated $216K.
  • Atomi Financial Group first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2025 and held it in 1 quarter.
  • Atomi Financial Group's iShares Investment Grade Systematic Bond ETF position peaked at $216K in Q1 2025.
  • 178 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2025.

Based on Atomi Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.