SL
SYSB

SWMG LLC’s iShares Systematic Bond ETF SYSB Stock Holding History

SWMG LLC’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 		$661K Sell
7,532
-645
-8% -$57.2K 0.16% 52
2026
Q1 		$728K Buy
+8,177
New +$735K 0.21% 51

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TW
Traveka Wealth Los Altos, California $301M AUM 26.23% 1-Year Est. Return

SWMG LLC's SYSB Position: Q2 2026 in Review

SWMG LLC reduced its iShares Systematic Bond ETF (SYSB) stake by 7.9% in Q2 2026, selling an estimated $57.2K and leaving 7,532 shares worth $661K. The position accounts for 0.16% of the portfolio, ranked #52.

SWMG LLC first reported a position in SYSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $728K in Q1 2026. 137 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • SWMG LLC held 7,532 shares of iShares Systematic Bond ETF worth $661K as of Q2 2026.
  • SWMG LLC sold 645 iShares Systematic Bond ETF shares in Q2 2026, an estimated $57.2K.
  • iShares Systematic Bond ETF made up 0.16% of SWMG LLC's portfolio in Q2 2026, its #52 holding.
  • SWMG LLC first reported a position in iShares Systematic Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • SWMG LLC's iShares Systematic Bond ETF position peaked at $728K in Q1 2026.
  • 137 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.