Avid Wealth Partners
SYSB icon

Avid Wealth Partners’s iShares Systematic Bond ETF SYSB Stock Holding History

Avid Wealth Partners’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 		– Sell
-2,912
Closed -$259K – 81
2026
Q1 		$259K Hold
2,912
– – 0.12% 62
2025
Q4 		$261K Buy
+2,912
New +$262K 0.13% 52

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Bank of America
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Ameriprise
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Cetera Investment Advisers
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Avid Wealth Partners's SYSB Position: Q2 2026 in Review

Avid Wealth Partners sold out of iShares Systematic Bond ETF (SYSB) in Q2 2026, closing a stake of 2,912 shares — an estimated $259K sold.

Avid Wealth Partners first reported a position in SYSB in Q4 2025 and held it in 2 quarters. The position peaked at $261K in Q4 2025. 287 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Avid Wealth Partners reported no remaining iShares Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Avid Wealth Partners sold 2,912 iShares Systematic Bond ETF shares in Q2 2026, an estimated $259K.
  • Avid Wealth Partners first reported a position in iShares Systematic Bond ETF in Q4 2025 and held it in 2 quarters.
  • Avid Wealth Partners's iShares Systematic Bond ETF position peaked at $261K in Q4 2025.
  • 287 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.