Claro Advisors
SYSB icon

Claro Advisors’s iShares Systematic Bond ETF SYSB Stock Holding History

Claro Advisors’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 		$317K Sell
3,763
-327
-8% -$28.4K 0.03% 388
2026
Q2 		$363K Buy
4,090
+341
+9% +$30.2K 0.04% 351
2026
Q1 		$334K Sell
3,749
-87
-2% -$7.82K 0.04% 342
2025
Q4 		$344K Buy
+3,836
New +$345K 0.05% 299

Other funds holding SYSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.94% 1-Year Est. Return
Portfolio Design Labs
Portfolio Design Labs Encino, California $622M AUM 29.96% 1-Year Est. Return

Claro Advisors's SYSB Position: Q3 2026 in Review

Claro Advisors reduced its iShares Systematic Bond ETF (SYSB) stake by 8% in Q3 2026, selling an estimated $28.4K and leaving 3,763 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #388.

Claro Advisors first reported a position in SYSB in Q4 2025 and has held it in 4 quarters since. The position peaked at $363K in Q2 2026. 191 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • Claro Advisors held 3,763 shares of iShares Systematic Bond ETF worth $317K as of Q3 2026.
  • Claro Advisors sold 327 iShares Systematic Bond ETF shares in Q3 2026, an estimated $28.4K.
  • iShares Systematic Bond ETF made up 0.03% of Claro Advisors's portfolio in Q3 2026, its #388 holding.
  • Claro Advisors first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Claro Advisors's iShares Systematic Bond ETF position peaked at $363K in Q2 2026.
  • 191 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.