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

Centurion 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 		– Sell
-2,709
Closed -$240K – 284
2026
Q2 		$240K Sell
2,709
-660
-20% -$58.5K 0.06% 251
2026
Q1 		$300K Buy
3,369
+923
+38% +$82.9K 0.07% 234
2025
Q4 		$220K Buy
+2,446
New +$220K 0.05% 281

Other funds holding SYSB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 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
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Centurion Wealth Management sold out of iShares Systematic Bond ETF (SYSB) in Q3 2026, closing a stake of 2,709 shares — an estimated $240K sold.

Centurion Wealth Management first reported a position in SYSB in Q4 2025 and held it in 3 quarters. The position peaked at $300K in Q1 2026. 263 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • Centurion Wealth Management reported no remaining iShares Systematic Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Centurion Wealth Management sold 2,709 iShares Systematic Bond ETF shares in Q3 2026, an estimated $240K.
  • Centurion Wealth Management first reported a position in iShares Systematic Bond ETF in Q4 2025 and held it in 3 quarters.
  • Centurion Wealth Management's iShares Systematic Bond ETF position peaked at $300K in Q1 2026.
  • 263 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.