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Atria Wealth Solutions’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Atria Wealth Solutions’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.81M Sell
90,461
-23,931
-21% -$1.25M 0.11% 216
2025
Q1 		$6.01M Sell
114,392
-26,791
-19% -$1.39M 0.07% 287
2024
Q4 		$7.27M Buy
141,183
+11,243
+9% +$589K 0.08% 256
2024
Q3 		$6.98M Buy
129,940
+7,881
+6% +$416K 0.08% 273
2024
Q2 		$6.26M Buy
122,059
+9,629
+9% +$490K 0.07% 291
2024
Q1 		$5.8M Sell
112,430
-12,555
-10% -$645K 0.07% 299
2023
Q4 		$6.5M Buy
124,985
+22,494
+22% +$1.11M 0.08% 246
2023
Q3 		$4.99M Buy
102,491
+30,983
+43% +$1.54M 0.07% 293
2023
Q2 		$3.62M Sell
71,508
-5,389
-7% -$274K 0.05% 376
2023
Q1 		$3.94M Buy
76,897
+22,149
+40% +$1.12M 0.06% 323
2022
Q4 		$2.71M Buy
54,748
+9,446
+21% +$463K 0.04% 414
2022
Q3 		$2.19M Sell
45,302
-14,535
-24% -$743K 0.04% 452
2022
Q2 		$3.06M Sell
59,837
-4,768
-7% -$249K 0.06% 335
2022
Q1 		$3.55M Buy
+64,605
New +$3.66M 0.06% 321

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 21% in Q2 2025, selling an estimated $1.25M and leaving 90,461 shares worth $4.81M. The position accounts for 0.11% of the portfolio, ranked #216.

Atria Wealth Solutions first reported a position in IGIB in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.27M in Q4 2024. 651 funds tracked by Wall St. Rank hold IGIB as of Q2 2025.

  • Atria Wealth Solutions held 90,461 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $4.81M as of Q2 2025.
  • Atria Wealth Solutions sold 23,931 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $1.25M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.11% of Atria Wealth Solutions's portfolio in Q2 2025, its #216 holding.
  • Atria Wealth Solutions first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $7.27M in Q4 2024.
  • 651 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2025.

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