Magnolia Private Wealth’s iShares Systematic Bond ETF SYSB Stock Holding History

Magnolia Private Wealth’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	$250K	Buy	+2,817	New	+$250K	0.14%	134

Other funds holding SYSB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Magnolia Private Wealth's SYSB Position: Q2 2026 in Review

Magnolia Private Wealth opened a new position in iShares Systematic Bond ETF (SYSB) in Q2 2026: 2,817 shares worth $250K. The stake represents 0.14% of the portfolio and ranks #134 among its holdings.

284 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

Magnolia Private Wealth held 2,817 shares of iShares Systematic Bond ETF worth $250K as of Q2 2026.
iShares Systematic Bond ETF was a new Magnolia Private Wealth position in Q2 2026.
iShares Systematic Bond ETF made up 0.14% of Magnolia Private Wealth's portfolio in Q2 2026, its #134 holding.
284 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.