AWM
SYSB

Alterna Wealth Management’s iShares Systematic Bond ETF SYSB Stock Holding History

Alterna Wealth Management’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 		$2.31M Buy
26,025
+9,327
+56% +$827K 1.32% 28
2026
Q1 		$1.49M Buy
16,698
+12,069
+261% +$1.08M 1.13% 29
2025
Q4 		$415K Buy
+4,629
New +$417K 0.35% 70

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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
TW
Traveka Wealth Los Altos, California $301M AUM 26.23% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Alterna Wealth Management's SYSB Position: Q2 2026 in Review

Alterna Wealth Management increased its iShares Systematic Bond ETF (SYSB) stake by 56% in Q2 2026, buying an estimated $827K and bringing the position to 26,025 shares worth $2.31M. The position accounts for 1.32% of the portfolio, ranked #28.

Alterna Wealth Management first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Alterna Wealth Management held 26,025 shares of iShares Systematic Bond ETF worth $2.31M as of Q2 2026.
  • Alterna Wealth Management bought 9,327 iShares Systematic Bond ETF shares in Q2 2026, an estimated $827K.
  • iShares Systematic Bond ETF made up 1.32% of Alterna Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Alterna Wealth Management first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.