HGWM
SYSB

Horst & Graben Wealth Management’s iShares Systematic Bond ETF SYSB Stock Holding History

Horst & Graben Wealth Management’s Portfolio SYSB Stock Details SYSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.29M Buy
25,993
+2,087
+9% +$185K 0.3% 53
2026
Q1 		$2.13M Sell
23,906
-2,016
-8% -$181K 0.29% 52
2025
Q4 		$2.33M Buy
+25,922
New +$2.33M 0.35% 42

Other funds holding SYSB

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Horst & Graben Wealth Management's SYSB Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its iShares Systematic Bond ETF (SYSB) stake by 8.7% in Q2 2026, buying an estimated $185K and bringing the position to 25,993 shares worth $2.29M. The position accounts for 0.3% of the portfolio, ranked #53.

Horst & Graben Wealth Management first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.33M in Q4 2025. 284 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Horst & Graben Wealth Management held 25,993 shares of iShares Systematic Bond ETF worth $2.29M as of Q2 2026.
  • Horst & Graben Wealth Management bought 2,087 iShares Systematic Bond ETF shares in Q2 2026, an estimated $185K.
  • iShares Systematic Bond ETF made up 0.3% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Horst & Graben Wealth Management first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Horst & Graben Wealth Management's iShares Systematic Bond ETF position peaked at $2.33M in Q4 2025.
  • 284 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.