Superior Planning, LLC’s iShares Systematic Bond ETF SYSB Stock Holding History

Superior Planning, 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	$55.6K	Buy	+660	New	+$57.4K	0.02%	350

Other funds holding SYSB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Superior Planning, LLC's SYSB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Systematic Bond ETF (SYSB) in Q3 2026: 660 shares worth $55.6K. The stake represents 0.02% of the portfolio and ranks #350 among its holdings.

218 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

Superior Planning, LLC held 660 shares of iShares Systematic Bond ETF worth $55.6K as of Q3 2026.
iShares Systematic Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Systematic Bond ETF made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #350 holding.
218 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.