Atria Investments’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Atria Investments’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
2026 Q2	$360K	Buy	7,986 +375	+5%	+$16.9K	﹤0.01%	1726
2026 Q1	$343K	Sell	7,611 -34,754	-82%	-$1.58M	﹤0.01%	1667
2025 Q4	$1.93M	Sell	42,365 -50	-0.1%	-$2.29K	0.02%	736
2025 Q3	$1.95M	Sell	42,415 -6,211	-13%	-$283K	0.02%	731
2025 Q2	$2.21M	Buy	48,626 +1,673	+4%	+$74.5K	0.03%	684
2025 Q1	$2.11M	Buy	46,953 +14,470	+45%	+$646K	0.03%	679
2024 Q4	$1.44M	Sell	32,483 -30,734	-49%	-$1.39M	0.02%	820
2024 Q3	$2.94M	Buy	63,217 +3,577	+6%	+$163K	0.04%	541
2024 Q2	$2.65M	Buy	59,640 +28,276	+90%	+$1.25M	0.03%	546
2024 Q1	$1.41M	Buy	+31,364	New	+$1.4M	0.02%	795

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Atria Investments's IGEB Position: Q2 2026 in Review

Atria Investments increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 4.9% in Q2 2026, buying an estimated $16.9K and bringing the position to 7,986 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Atria Investments first reported a position in IGEB in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.94M in Q3 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Atria Investments held 7,986 shares of iShares Investment Grade Systematic Bond ETF worth $360K as of Q2 2026.
Atria Investments bought 375 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $16.9K.
iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1726 holding.
Atria Investments first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2024 and has held it in 10 quarters since.
Atria Investments's iShares Investment Grade Systematic Bond ETF position peaked at $2.94M in Q3 2024.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.