MWM
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Mosley Wealth Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Mosley Wealth Management’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
2026
Q2 		– Sell
-19
Closed -$875 – 804
2026
Q1 		$875 Buy
+19
New +$866 ﹤0.01% 420
2024
Q4 		– Sell
-11,978
Closed -$544K – 120
2024
Q3 		$544K Buy
11,978
+186
+2% +$8.48K 0.37% 62
2024
Q2 		$523K Buy
+11,792
New +$520K 0.45% 49

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

Mosley Wealth Management's IGEB Position: Q2 2026 in Review

Mosley Wealth Management sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2026, closing a stake of 19 shares — an estimated $875 sold.

Mosley Wealth Management first reported a position in IGEB in Q2 2024 and held it in 3 quarters. The position peaked at $544K in Q3 2024. 118 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Mosley Wealth Management reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Mosley Wealth Management sold 19 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $875.
  • Mosley Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and held it in 3 quarters.
  • Mosley Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $544K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.