Affinity Capital Advisors
SYSB icon

Affinity Capital Advisors’s iShares Systematic Bond ETF SYSB Stock Holding History

Affinity Capital Advisors’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 		$433K Buy
5,138
+1,690
+49% +$147K 0.05% 127
2026
Q2 		$305K Buy
+3,448
New +$306K 0.04% 150

Other funds holding SYSB

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 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
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
Scarborough Advisors
Scarborough Advisors Annapolis, Maryland $23.9M AUM 12.47% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Affinity Capital Advisors's SYSB Position: Q3 2026 in Review

Affinity Capital Advisors increased its iShares Systematic Bond ETF (SYSB) stake by 49% in Q3 2026, buying an estimated $147K and bringing the position to 5,138 shares worth $433K. The position accounts for 0.05% of the portfolio, ranked #127.

Affinity Capital Advisors first reported a position in SYSB in Q2 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • Affinity Capital Advisors held 5,138 shares of iShares Systematic Bond ETF worth $433K as of Q3 2026.
  • Affinity Capital Advisors bought 1,690 iShares Systematic Bond ETF shares in Q3 2026, an estimated $147K.
  • iShares Systematic Bond ETF made up 0.05% of Affinity Capital Advisors's portfolio in Q3 2026, its #127 holding.
  • Affinity Capital Advisors first reported a position in iShares Systematic Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.