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

Atticus Wealth Management’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
Q1 		– Hold
0
– – – 511
2024
Q4 		– Hold
0
– – – 529
2024
Q2 		– Hold
0
– – – 534
2024
Q1 		– Hold
0
– – – 548
2023
Q4 		– Hold
0
– – – 562
2023
Q2 		– Hold
0
– – – 586
2023
Q1 		– Hold
0
– – – 545
2022
Q4 		– Sell
-400
Closed -$19.6K – 586
2022
Q3 		$20K Hold
400
– – 0.01% 309
2022
Q2 		$20K Sell
400
-400
-50% -$20.9K 0.01% 338
2022
Q1 		$44K Hold
800
– – 0.02% 259
2021
Q4 		$47K Buy
800
+500
+167% +$29.8K 0.02% 231
2021
Q3 		$18K Sell
300
-42
-12% -$2.55K 0.01% 319
2021
Q2 		$21K Sell
342
-345
-50% -$20.7K 0.01% 290
2021
Q1 		$41K Buy
687
+41
+6% +$2.48K 0.02% 229
2020
Q4 		$40K Hold
646
– – 0.02% 226
2020
Q3 		$39K Sell
646
-75
-10% -$4.58K 0.02% 193
2020
Q2 		$44K Sell
721
-4,092
-85% -$238K 0.03% 176
2020
Q1 		$264K Sell
4,813
-152
-3% -$8.78K 0.21% 66
2019
Q4 		$288K Buy
+4,965
New +$287K 0.18% 69

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Atticus Wealth Management's IGIB Position: Q1 2025 in Review

Atticus Wealth Management held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q1 2025 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Atticus Wealth Management first reported a position in IGIB in Q4 2019 and has held it in 12 quarters since. The position peaked at $288K in Q4 2019. 626 funds tracked by Wall St. Rank hold IGIB as of Q1 2025.

  • Atticus Wealth Management held 0 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1 as of Q1 2025.
  • Atticus Wealth Management left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2025.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Atticus Wealth Management's portfolio in Q1 2025, its #511 holding.
  • Atticus Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 12 quarters since.
  • Atticus Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $288K in Q4 2019.
  • 626 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Atticus Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.