Atria Investments’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Atria Investments’s Portfolio IGLB Stock Details IGLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-12,831	Closed	-$642K	–	1971
2024 Q2	$642K	Buy	+12,831	New	+$642K	0.01%	1181
2020 Q1	–	Sell	-3,476	Closed	-$232K	–	842
2019 Q4	$232K	Buy	+3,476	New	+$230K	0.01%	1087

Other funds holding IGLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Atria Investments's IGLB Position: Q3 2024 in Review

Atria Investments sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2024, closing a stake of 12,831 shares — an estimated $642K sold.

Atria Investments first reported a position in IGLB in Q4 2019 and held it in 2 quarters. The position peaked at $642K in Q2 2024. 194 funds tracked by Wall St. Rank hold IGLB as of Q3 2024.

Atria Investments reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Atria Investments sold 12,831 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $642K.
Atria Investments first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
Atria Investments's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $642K in Q2 2024.
194 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.