Cornerstone Planning Group
SYSB icon

Cornerstone Planning Group’s iShares Systematic Bond ETF SYSB Stock Holding History

Cornerstone Planning Group’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 		$564K Sell
6,695
-244
-4% -$21.2K 0.07% 103
2026
Q2 		$606K Buy
6,939
+602
+9% +$53.4K 0.08% 97
2026
Q1 		$561K Buy
6,337
+1,493
+31% +$134K 0.07% 97
2025
Q4 		$436K Buy
+4,844
New +$436K 0.07% 88

Other funds holding SYSB

Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Traveka Wealth
Traveka Wealth Los Altos, California $324M AUM 18.67% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Scarborough Advisors
Scarborough Advisors Annapolis, Maryland $23.9M AUM 12.47% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
FFG Retirement Advisors
FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

Cornerstone Planning Group's SYSB Position: Q3 2026 in Review

Cornerstone Planning Group reduced its iShares Systematic Bond ETF (SYSB) stake by 3.5% in Q3 2026, selling an estimated $21.2K and leaving 6,695 shares worth $564K. The position accounts for 0.07% of the portfolio, ranked #103.

Cornerstone Planning Group first reported a position in SYSB in Q4 2025 and has held it in 4 quarters since. The position peaked at $606K in Q2 2026. 76 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • Cornerstone Planning Group held 6,695 shares of iShares Systematic Bond ETF worth $564K as of Q3 2026.
  • Cornerstone Planning Group sold 244 iShares Systematic Bond ETF shares in Q3 2026, an estimated $21.2K.
  • iShares Systematic Bond ETF made up 0.07% of Cornerstone Planning Group's portfolio in Q3 2026, its #103 holding.
  • Cornerstone Planning Group first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's iShares Systematic Bond ETF position peaked at $606K in Q2 2026.
  • 76 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.