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Atria Wealth Solutions’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Atria Wealth Solutions’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.5M Sell
237,361
-124,598
-34% -$6.51M 0.28% 77
2025
Q1 		$19M Buy
361,959
+202,780
+127% +$10.5M 0.23% 92
2024
Q4 		$8.23M Sell
159,179
-1,864
-1% -$96.9K 0.09% 225
2024
Q3 		$8.48M Sell
161,043
-981
-0.6% -$51.1K 0.09% 224
2024
Q2 		$8.3M Buy
162,024
+17,919
+12% +$914K 0.09% 223
2024
Q1 		$7.39M Buy
144,105
+3,118
+2% +$160K 0.08% 254
2023
Q4 		$7.23M Buy
140,987
+4,704
+3% +$236K 0.09% 227
2023
Q3 		$6.79M Buy
136,283
+2,299
+2% +$115K 0.1% 219
2023
Q2 		$6.72M Buy
133,984
+8,009
+6% +$403K 0.09% 219
2023
Q1 		$6.37M Sell
125,975
-130,079
-51% -$6.53M 0.09% 213
2022
Q4 		$12.8M Buy
256,054
+39,757
+18% +$1.97M 0.2% 110
2022
Q3 		$10.7M Buy
216,297
+16,478
+8% +$832K 0.18% 117
2022
Q2 		$10.1M Sell
199,819
-10,793
-5% -$550K 0.19% 119
2022
Q1 		$10.9M Buy
+210,612
New +$11.1M 0.18% 121

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 34% in Q2 2025, selling an estimated $6.51M and leaving 237,361 shares worth $12.5M. The position accounts for 0.28% of the portfolio, ranked #77.

Atria Wealth Solutions first reported a position in IGSB in Q1 2022 and has held it in 14 quarters since. The position peaked at $19M in Q1 2025. 947 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

  • Atria Wealth Solutions held 237,361 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $12.5M as of Q2 2025.
  • Atria Wealth Solutions sold 124,598 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $6.51M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.28% of Atria Wealth Solutions's portfolio in Q2 2025, its #77 holding.
  • Atria Wealth Solutions first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $19M in Q1 2025.
  • 947 funds tracked by Wall St. Rank held iShares 1-5 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.