Atomi Financial Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Atomi Financial Group’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
2026 Q1	$8.99M	Sell	168,865 -59,172	-26%	-$3.18M	0.28%	72
2025 Q4	$12.3M	Buy	228,037 +737	+0.3%	+$39.8K	0.36%	49
2025 Q3	$12.3M	Buy	227,300 +43,031	+23%	+$2.3M	0.4%	50
2025 Q2	$9.82M	Buy	184,269 +41,707	+29%	+$2.18M	0.37%	55
2025 Q1	$7.49M	Sell	142,562 -3,740	-3%	-$194K	0.34%	58
2024 Q4	$7.54M	Buy	146,302 +20,801	+17%	+$1.09M	0.38%	51
2024 Q3	$6.74M	Buy	125,501 +39,706	+46%	+$2.09M	0.42%	41
2024 Q2	$4.4M	Buy	85,795 +50,147	+141%	+$2.55M	0.33%	70
2024 Q1	$1.84M	Buy	35,648 +30,155	+549%	+$1.55M	0.17%	121
2023 Q4	$286K	Buy	+5,493	New	+$272K	0.04%	431

Other funds holding IGIB

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return