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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
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 $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atomi Financial Group's IGSB Position: Q1 2026 in Review

Atomi Financial Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 11% in Q1 2026, selling an estimated $1.08M and leaving 164,299 shares worth $8.64M. The position accounts for 0.27% of the portfolio, ranked #73.

Atomi Financial Group first reported a position in IGSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.77M in Q4 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Atomi Financial Group held 164,299 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $8.64M as of Q1 2026.
  • Atomi Financial Group sold 20,417 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.08M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.27% of Atomi Financial Group's portfolio in Q1 2026, its #73 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 10 quarters since.
  • Atomi Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $9.77M in Q4 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.