MWM
SYSB

McNaughton Wealth Management’s iShares Systematic Bond ETF SYSB Stock Holding History

McNaughton 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 		$905K Buy
10,206
+2,169
+27% +$192K 0.32% 55
2026
Q1 		$715K Buy
8,037
+1,630
+25% +$146K 0.3% 54
2025
Q4 		$575K Buy
+6,407
New +$577K 0.24% 58

Other funds holding SYSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

McNaughton Wealth Management's SYSB Position: Q2 2026 in Review

McNaughton Wealth Management increased its iShares Systematic Bond ETF (SYSB) stake by 27% in Q2 2026, buying an estimated $192K and bringing the position to 10,206 shares worth $905K. The position accounts for 0.32% of the portfolio, ranked #55.

McNaughton Wealth Management first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • McNaughton Wealth Management held 10,206 shares of iShares Systematic Bond ETF worth $905K as of Q2 2026.
  • McNaughton Wealth Management bought 2,169 iShares Systematic Bond ETF shares in Q2 2026, an estimated $192K.
  • iShares Systematic Bond ETF made up 0.32% of McNaughton Wealth Management's portfolio in Q2 2026, its #55 holding.
  • McNaughton Wealth Management first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.