Mount Yale Investment Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Mount Yale Investment 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 Q3	–	Sell	-510	Closed	-$23.2K	–	1103
2025 Q2	$23.2K	Buy	+510	New	+$22.7K	﹤0.01%	1016
2024 Q4	–	Sell	-7,253	Closed	-$337K	–	586
2024 Q3	$337K	Sell	7,253 -217	-3%	-$9.89K	0.03%	402
2024 Q2	$331K	Buy	+7,470	New	+$330K	0.03%	415

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HWAM

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Mount Yale Investment Advisors's IGEB Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q3 2025, closing a stake of 510 shares — an estimated $23.2K sold.

Mount Yale Investment Advisors first reported a position in IGEB in Q2 2024 and held it in 3 quarters. The position peaked at $337K in Q3 2024. 181 funds tracked by Wall St. Rank hold IGEB as of Q3 2025.

Mount Yale Investment Advisors reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 510 iShares Investment Grade Systematic Bond ETF shares in Q3 2025, an estimated $23.2K.
Mount Yale Investment Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and held it in 3 quarters.
Mount Yale Investment Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $337K in Q3 2024.
181 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.