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Atomi Financial Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Atomi Financial Group’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.43M Sell
160,754
-3,545
-2% -$186K 0.22% 92
2026
Q1 		$8.64M Sell
164,299
-20,417
-11% -$1.08M 0.27% 73
2025
Q4 		$9.77M Buy
184,716
+5,936
+3% +$314K 0.29% 65
2025
Q3 		$9.48M Buy
178,780
+21,909
+14% +$1.16M 0.31% 60
2025
Q2 		$8.28M Buy
156,871
+47
+0% +$2.46K 0.31% 61
2025
Q1 		$8.21M Buy
156,824
+16,353
+12% +$850K 0.37% 53
2024
Q4 		$7.26M Buy
140,471
+21,510
+18% +$1.12M 0.37% 52
2024
Q3 		$6.26M Buy
118,961
+2,631
+2% +$137K 0.39% 47
2024
Q2 		$5.96M Buy
116,330
+78,103
+204% +$3.98M 0.44% 45
2024
Q1 		$1.96M Buy
38,227
+3,931
+11% +$201K 0.18% 114
2023
Q4 		$1.76M Buy
+34,296
New +$1.72M 0.24% 89

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Atomi Financial Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.2% in Q2 2026, selling an estimated $186K and leaving 160,754 shares worth $8.43M. The position accounts for 0.22% of the portfolio, ranked #92.

Atomi Financial Group first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.77M in Q4 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Atomi Financial Group held 160,754 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $8.43M as of Q2 2026.
  • Atomi Financial Group sold 3,545 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $186K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.22% of Atomi Financial Group's portfolio in Q2 2026, its #92 holding.
  • Atomi Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $9.77M in Q4 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 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.