BWA
SYSB

BCU Wealth Advisors’s iShares Systematic Bond ETF SYSB Stock Holding History

BCU Wealth 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
Q2 		$203K Buy
+2,283
New +$202K 0.07% 63

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
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
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

BCU Wealth Advisors's SYSB Position: Q2 2026 in Review

BCU Wealth Advisors opened a new position in iShares Systematic Bond ETF (SYSB) in Q2 2026: 2,283 shares worth $203K. The stake represents 0.07% of the portfolio and ranks #63 among its holdings.

60 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • BCU Wealth Advisors held 2,283 shares of iShares Systematic Bond ETF worth $203K as of Q2 2026.
  • iShares Systematic Bond ETF was a new BCU Wealth Advisors position in Q2 2026.
  • iShares Systematic Bond ETF made up 0.07% of BCU Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • 60 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.