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SYSB

MLG Wealth Management DBA Pine Grove Financial Group’s iShares Systematic Bond ETF SYSB Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
2025
Q4 		$1.32M Buy
+14,694
New +$1.32M 0.16% 67

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's SYSB Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares Systematic Bond ETF (SYSB) in Q4 2025: 14,694 shares worth $1.32M. The stake represents 0.16% of the portfolio and ranks #67 among its holdings.

194 funds tracked by Wall St. Rank hold SYSB as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 14,694 shares of iShares Systematic Bond ETF worth $1.32M as of Q4 2025.
  • iShares Systematic Bond ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares Systematic Bond ETF made up 0.16% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #67 holding.
  • 194 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.