MC
SYSB

McMorgan & Co’s iShares Systematic Bond ETF SYSB Stock Holding History

McMorgan & Co’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 		$16.7M Buy
187,772
+43,476
+30% +$3.85M 2.51% 15
2026
Q1 		$12.8M Buy
+144,296
New +$13M 2.08% 16

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

McMorgan & Co's SYSB Position: Q2 2026 in Review

McMorgan & Co increased its iShares Systematic Bond ETF (SYSB) stake by 30% in Q2 2026, buying an estimated $3.85M and bringing the position to 187,772 shares worth $16.7M. The position accounts for 2.51% of the portfolio, ranked #15.

McMorgan & Co first reported a position in SYSB in Q1 2026 and has held it in 2 quarters since. 284 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • McMorgan & Co held 187,772 shares of iShares Systematic Bond ETF worth $16.7M as of Q2 2026.
  • McMorgan & Co bought 43,476 iShares Systematic Bond ETF shares in Q2 2026, an estimated $3.85M.
  • iShares Systematic Bond ETF made up 2.51% of McMorgan & Co's portfolio in Q2 2026, its #15 holding.
  • McMorgan & Co first reported a position in iShares Systematic Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 284 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on McMorgan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.