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BOS Asset Management’s iShares Systematic Bond ETF SYSB Stock Holding History

BOS Asset 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 		$572K Buy
6,786
+320
+5% +$27.8K 0.13% 113
2026
Q2 		$574K Buy
+6,466
New +$573K 0.13% 116

Other funds holding SYSB

BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

BOS Asset Management's SYSB Position: Q3 2026 in Review

BOS Asset Management increased its iShares Systematic Bond ETF (SYSB) stake by 4.9% in Q3 2026, buying an estimated $27.8K and bringing the position to 6,786 shares worth $572K. The position accounts for 0.13% of the portfolio, ranked #113.

BOS Asset Management first reported a position in SYSB in Q2 2026 and has held it in 2 quarters since. The position peaked at $574K in Q2 2026. 13 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • BOS Asset Management held 6,786 shares of iShares Systematic Bond ETF worth $572K as of Q3 2026.
  • BOS Asset Management bought 320 iShares Systematic Bond ETF shares in Q3 2026, an estimated $27.8K.
  • iShares Systematic Bond ETF made up 0.13% of BOS Asset Management's portfolio in Q3 2026, its #113 holding.
  • BOS Asset Management first reported a position in iShares Systematic Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • BOS Asset Management's iShares Systematic Bond ETF position peaked at $574K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.