CWM
SYSB

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
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

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
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
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Centurion Wealth Management's SYSB Position: Q2 2026 in Review

Centurion Wealth Management reduced its iShares Systematic Bond ETF (SYSB) stake by 20% in Q2 2026, selling an estimated $58.5K and leaving 2,709 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #251.

Centurion Wealth Management first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $300K in Q1 2026. 54 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Centurion Wealth Management held 2,709 shares of iShares Systematic Bond ETF worth $240K as of Q2 2026.
  • Centurion Wealth Management sold 660 iShares Systematic Bond ETF shares in Q2 2026, an estimated $58.5K.
  • iShares Systematic Bond ETF made up 0.06% of Centurion Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Centurion Wealth Management first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Centurion Wealth Management's iShares Systematic Bond ETF position peaked at $300K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.