Centaurus Financial’s iShares Systematic Bond ETF SYSB Stock Holding History

Centaurus Financial’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 Q1	$105K	Sell	1,176 -720	-38%	-$64.7K	0.01%	1012
2025 Q4	$170K	Buy	1,896 +68	+4%	+$6.12K	0.01%	858
2025 Q3	$165K	Sell	1,828 -40	-2%	-$3.56K	0.01%	862
2025 Q2	$166K	Sell	1,868 -141	-7%	-$12.3K	0.01%	787
2025 Q1	$176K	Sell	2,009 -337	-14%	-$29.5K	0.01%	714
2024 Q4	$204K	Buy	2,346 +314	+15%	+$27.5K	0.01%	657
2024 Q3	$180K	Sell	2,032 -447	-18%	-$39.1K	0.01%	668
2024 Q2	$213K	Sell	2,479 -668	-21%	-$57K	0.01%	592
2024 Q1	$271K	Buy	+3,147	New	+$270K	0.02%	531
2018 Q3	–	Sell	-50	Closed	-$5K	–	1045
2018 Q2	$5K	Buy	+50	New	+$4.86K	﹤0.01%	1782

Other funds holding SYSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Centaurus Financial's SYSB Position: Q1 2026 in Review

Centaurus Financial reduced its iShares Systematic Bond ETF (SYSB) stake by 38% in Q1 2026, selling an estimated $64.7K and leaving 1,176 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #1012.

Centaurus Financial first reported a position in SYSB in Q2 2018 and has held it in 10 quarters since. The position peaked at $271K in Q1 2024. 252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

Centaurus Financial held 1,176 shares of iShares Systematic Bond ETF worth $105K as of Q1 2026.
Centaurus Financial sold 720 iShares Systematic Bond ETF shares in Q1 2026, an estimated $64.7K.
iShares Systematic Bond ETF made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #1012 holding.
Centaurus Financial first reported a position in iShares Systematic Bond ETF in Q2 2018 and has held it in 10 quarters since.
Centaurus Financial's iShares Systematic Bond ETF position peaked at $271K in Q1 2024.
252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.