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

BCGM 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
Q3 		$764K Buy
9,068
+606
+7% +$52.7K 0.15% 100
2026
Q2 		$751K Buy
8,462
+380
+5% +$33.7K 0.16% 101
2026
Q1 		$719K Buy
8,082
+830
+11% +$74.6K 0.18% 94
2025
Q4 		$651K Buy
+7,252
New +$653K 0.17% 99
2021
Q1 		– Sell
-2,130
Closed -$217K – 95
2020
Q4 		$217K Buy
+2,130
New +$217K 0.15% 91

Other funds holding SYSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return

BCGM Wealth Management's SYSB Position: Q3 2026 in Review

BCGM Wealth Management increased its iShares Systematic Bond ETF (SYSB) stake by 7.2% in Q3 2026, buying an estimated $52.7K and bringing the position to 9,068 shares worth $764K. The position accounts for 0.15% of the portfolio, ranked #100.

BCGM Wealth Management first reported a position in SYSB in Q4 2020 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • BCGM Wealth Management held 9,068 shares of iShares Systematic Bond ETF worth $764K as of Q3 2026.
  • BCGM Wealth Management bought 606 iShares Systematic Bond ETF shares in Q3 2026, an estimated $52.7K.
  • iShares Systematic Bond ETF made up 0.15% of BCGM Wealth Management's portfolio in Q3 2026, its #100 holding.
  • BCGM Wealth Management first reported a position in iShares Systematic Bond ETF in Q4 2020 and has held it in 5 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on BCGM Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.