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

Atria Wealth Solutions’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
2025 Q2	$1.35M	Sell	26,853 -15,607	-37%	-$763K	0.03%	532
2025 Q1	$2.13M	Sell	42,460 -39,437	-48%	-$1.97M	0.03%	607
2024 Q4	$4.05M	Buy	81,897 +51,426	+169%	+$2.64M	0.04%	414
2024 Q3	$1.63M	Buy	30,471 +4,536	+17%	+$237K	0.02%	714
2024 Q2	$1.3M	Sell	25,935 -52,850	-67%	-$2.64M	0.01%	784
2024 Q1	$4.06M	Buy	78,785 +56,173	+248%	+$2.88M	0.05%	397
2023 Q4	$1.19M	Sell	22,612 -9,016	-29%	-$436K	0.01%	793
2023 Q3	$1.49M	Buy	31,628 +19,479	+160%	+$966K	0.02%	659
2023 Q2	$626K	Buy	12,149 +2,569	+27%	+$132K	0.01%	1048
2023 Q1	$502K	Buy	9,580 +5,517	+136%	+$286K	0.01%	1135
2022 Q4	$202K	Buy	+4,063	New	+$200K	﹤0.01%	1607
2022 Q2	–	Sell	-3,605	Closed	-$221K	–	1760
2022 Q1	$221K	Buy	+3,605	New	+$230K	﹤0.01%	1523

Other funds holding IGLB

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AIMU

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 37% in Q2 2025, selling an estimated $763K and leaving 26,853 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #532.

Atria Wealth Solutions first reported a position in IGLB in Q1 2022 and has held it in 12 quarters since. The position peaked at $4.06M in Q1 2024. 211 funds tracked by Wall St. Rank hold IGLB as of Q2 2025.

Atria Wealth Solutions held 26,853 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $1.35M as of Q2 2025.
Atria Wealth Solutions sold 15,607 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $763K.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #532 holding.
Atria Wealth Solutions first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $4.06M in Q1 2024.
211 funds tracked by Wall St. Rank held iShares 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.