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 Q2	$8.93M	Sell	168,033 -832	-0.5%	-$44.2K	0.23%	87
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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atomi Financial Group's IGIB Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.49% in Q2 2026, selling an estimated $44.2K and leaving 168,033 shares worth $8.93M. The position accounts for 0.23% of the portfolio, ranked #87.

Atomi Financial Group first reported a position in IGIB in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.3M in Q3 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Atomi Financial Group held 168,033 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $8.93M as of Q2 2026.
Atomi Financial Group sold 832 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $44.2K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.23% of Atomi Financial Group's portfolio in Q2 2026, its #87 holding.
Atomi Financial Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Atomi Financial Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $12.3M in Q3 2025.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.