SWMG LLC
SYSB icon

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
Q3 		$589K Sell
6,890
-642
-9% -$55.8K 0.13% 60
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

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Traveka Wealth
Traveka Wealth Los Altos, California $324M AUM 18.67% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

SWMG LLC's SYSB Position: Q3 2026 in Review

SWMG LLC reduced its iShares Systematic Bond ETF (SYSB) stake by 8.5% in Q3 2026, selling an estimated $55.8K and leaving 6,890 shares worth $589K. The position accounts for 0.13% of the portfolio, ranked #60.

SWMG LLC first reported a position in SYSB in Q1 2026 and has held it in 3 quarters since. The position peaked at $728K in Q1 2026. 119 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • SWMG LLC held 6,890 shares of iShares Systematic Bond ETF worth $589K as of Q3 2026.
  • SWMG LLC sold 642 iShares Systematic Bond ETF shares in Q3 2026, an estimated $55.8K.
  • iShares Systematic Bond ETF made up 0.13% of SWMG LLC's portfolio in Q3 2026, its #60 holding.
  • SWMG LLC first reported a position in iShares Systematic Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • SWMG LLC's iShares Systematic Bond ETF position peaked at $728K in Q1 2026.
  • 119 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.