CFG
SYSB

Cassilly Financial Group’s iShares Systematic Bond ETF SYSB Stock Holding History

Cassilly Financial Group’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 		$909K Buy
10,786
+63
+0.6% +$5.48K 0.61% 34
2026
Q2 		$951K Buy
10,723
+1,404
+15% +$124K 0.69% 31
2026
Q1 		$829K Buy
9,319
+443
+5% +$39.8K 0.72% 34
2025
Q4 		$797K Buy
+8,876
New +$799K 0.7% 36

Other funds holding SYSB

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Cassilly Financial Group's SYSB Position: Q3 2026 in Review

Cassilly Financial Group increased its iShares Systematic Bond ETF (SYSB) stake by 0.59% in Q3 2026, buying an estimated $5.48K and bringing the position to 10,786 shares worth $909K. The position accounts for 0.61% of the portfolio, ranked #34.

Cassilly Financial Group first reported a position in SYSB in Q4 2025 and has held it in 4 quarters since. The position peaked at $951K in Q2 2026. 8 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • Cassilly Financial Group held 10,786 shares of iShares Systematic Bond ETF worth $909K as of Q3 2026.
  • Cassilly Financial Group bought 63 iShares Systematic Bond ETF shares in Q3 2026, an estimated $5.48K.
  • iShares Systematic Bond ETF made up 0.61% of Cassilly Financial Group's portfolio in Q3 2026, its #34 holding.
  • Cassilly Financial Group first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Cassilly Financial Group's iShares Systematic Bond ETF position peaked at $951K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.