CIAS
SYSB

CFS Investment Advisory Services’s iShares Systematic Bond ETF SYSB Stock Holding History

CFS Investment Advisory Services’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 		$2.23M Sell
25,222
-11,449
-31% -$1.01M 0.15% 126
2026
Q1 		$3.29M Buy
36,671
+918
+3% +$82.5K 0.23% 86
2025
Q4 		$3.21M Buy
+35,753
New +$3.22M 0.23% 85

Other funds holding SYSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 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

CFS Investment Advisory Services's SYSB Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares Systematic Bond ETF (SYSB) stake by 31% in Q2 2026, selling an estimated $1.01M and leaving 25,222 shares worth $2.23M. The position accounts for 0.15% of the portfolio, ranked #126.

CFS Investment Advisory Services first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.29M in Q1 2026. 60 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • CFS Investment Advisory Services held 25,222 shares of iShares Systematic Bond ETF worth $2.23M as of Q2 2026.
  • CFS Investment Advisory Services sold 11,449 iShares Systematic Bond ETF shares in Q2 2026, an estimated $1.01M.
  • iShares Systematic Bond ETF made up 0.15% of CFS Investment Advisory Services's portfolio in Q2 2026, its #126 holding.
  • CFS Investment Advisory Services first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • CFS Investment Advisory Services's iShares Systematic Bond ETF position peaked at $3.29M in Q1 2026.
  • 60 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.