SF
SYSB

SWP Financial’s iShares Systematic Bond ETF SYSB Stock Holding History

SWP Financial’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 		$2.41M Buy
27,169
+878
+3% +$77.8K 1.11% 30
2026
Q1 		$2.34M Buy
26,291
+1,668
+7% +$150K 1.19% 30
2025
Q4 		$2.21M Buy
+24,623
New +$2.22M 1.11% 27

Other funds holding SYSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 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

SWP Financial's SYSB Position: Q2 2026 in Review

SWP Financial increased its iShares Systematic Bond ETF (SYSB) stake by 3.3% in Q2 2026, buying an estimated $77.8K and bringing the position to 27,169 shares worth $2.41M. The position accounts for 1.11% of the portfolio, ranked #30.

SWP Financial first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • SWP Financial held 27,169 shares of iShares Systematic Bond ETF worth $2.41M as of Q2 2026.
  • SWP Financial bought 878 iShares Systematic Bond ETF shares in Q2 2026, an estimated $77.8K.
  • iShares Systematic Bond ETF made up 1.11% of SWP Financial's portfolio in Q2 2026, its #30 holding.
  • SWP Financial first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.