SWM
RSSB icon

Sherman Wealth Management’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Sherman Wealth Management’s Portfolio RSSB Stock Details RSSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$267K Buy
8,689
+390
+5% +$11.7K 0.2% 72
2026
Q1 		$226K Buy
+8,299
New +$237K 0.19% 73

Other funds holding RSSB

WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $167M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Sherman Wealth Management's RSSB Position: Q2 2026 in Review

Sherman Wealth Management increased its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 4.7% in Q2 2026, buying an estimated $11.7K and bringing the position to 8,689 shares worth $267K. The position accounts for 0.2% of the portfolio, ranked #72.

Sherman Wealth Management first reported a position in RSSB in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold RSSB as of Q2 2026.

  • Sherman Wealth Management held 8,689 shares of Return Stacked Global Stocks & Bonds ETF worth $267K as of Q2 2026.
  • Sherman Wealth Management bought 390 Return Stacked Global Stocks & Bonds ETF shares in Q2 2026, an estimated $11.7K.
  • Return Stacked Global Stocks & Bonds ETF made up 0.2% of Sherman Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Sherman Wealth Management first reported a position in Return Stacked Global Stocks & Bonds ETF in Q1 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.