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

Atria Wealth Solutions’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
2025
Q2 		$493K Buy
+10,839
New +$483K 0.01% 919
2024
Q4 		– Sell
-74,126
Closed -$3.44M – 2035
2024
Q3 		$3.44M Buy
74,126
+1,374
+2% +$62.6K 0.04% 448
2024
Q2 		$3.23M Buy
+72,752
New +$3.21M 0.04% 463

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Atria Wealth Solutions's IGEB Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2025: 10,839 shares worth $493K. The stake represents 0.01% of the portfolio and ranks #919 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in IGEB as recently as Q3 2024.

Atria Wealth Solutions first reported a position in IGEB in Q2 2024 and has held it in 3 quarters since. The position peaked at $3.44M in Q3 2024. 179 funds tracked by Wall St. Rank hold IGEB as of Q2 2025.

  • Atria Wealth Solutions held 10,839 shares of iShares Investment Grade Systematic Bond ETF worth $493K as of Q2 2025.
  • iShares Investment Grade Systematic Bond ETF was a new Atria Wealth Solutions position in Q2 2025.
  • iShares Investment Grade Systematic Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #919 holding.
  • Atria Wealth Solutions first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • Atria Wealth Solutions's iShares Investment Grade Systematic Bond ETF position peaked at $3.44M in Q3 2024.
  • 179 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.