COMPASS FINANCIAL MANAGEMENT LLC’s iShares Systematic Bond ETF SYSB Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$1.06K	Buy	+12	New	+$1.06K	﹤0.01%	1371

Other funds holding SYSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SYSB Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Systematic Bond ETF (SYSB) in Q2 2026: 12 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #1371 among its holdings.

226 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 12 shares of iShares Systematic Bond ETF worth $1.06K as of Q2 2026.
iShares Systematic Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares Systematic Bond ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1371 holding.
226 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.