Midwest Capital Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Midwest Capital Advisors’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 Q4	–	Sell	-83	Closed	-$3.81K	–	206
2025 Q3	$3.81K	Sell	83 -461	-85%	-$21K	﹤0.01%	178
2025 Q2	$24.7K	Sell	544 -1,131	-68%	-$50.4K	0.01%	106
2025 Q1	$75.4K	Sell	1,675 -760	-31%	-$33.9K	0.05%	72
2024 Q4	$108K	Buy	+2,435	New	+$110K	0.08%	64

Other funds holding IGEB

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Midwest Capital Advisors's IGEB Position: Q4 2025 in Review

Midwest Capital Advisors sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q4 2025, closing a stake of 83 shares — an estimated $3.81K sold.

Midwest Capital Advisors first reported a position in IGEB in Q4 2024 and held it in 4 quarters. The position peaked at $108K in Q4 2024. 191 funds tracked by Wall St. Rank hold IGEB as of Q4 2025.

Midwest Capital Advisors reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
Midwest Capital Advisors sold 83 iShares Investment Grade Systematic Bond ETF shares in Q4 2025, an estimated $3.81K.
Midwest Capital Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2024 and held it in 4 quarters.
Midwest Capital Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $108K in Q4 2024.
191 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2025.

Based on Midwest Capital Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.