Creative Financial Designs’s iShares Systematic Bond ETF SYSB Stock Holding History

Creative Financial Designs’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 Q1	$218K	Buy	2,452 +1,577	+180%	+$142K	0.01%	495
2025 Q4	$78.5K	Buy	+875	New	+$78.8K	﹤0.01%	721
2020 Q1	–	Sell	-79	Closed	-$8K	–	506
2019 Q4	$8K	Sell	79 -432	-85%	-$43.8K	﹤0.01%	423
2019 Q3	$52K	Buy	511 +79	+18%	+$7.99K	0.03%	232
2019 Q2	$44K	Buy	+432	New	+$43.1K	0.02%	237

Other funds holding SYSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Creative Financial Designs's SYSB Position: Q1 2026 in Review

Creative Financial Designs increased its iShares Systematic Bond ETF (SYSB) stake by 180% in Q1 2026, buying an estimated $142K and bringing the position to 2,452 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #495.

Creative Financial Designs first reported a position in SYSB in Q2 2019 and has held it in 5 quarters since. 252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

Creative Financial Designs held 2,452 shares of iShares Systematic Bond ETF worth $218K as of Q1 2026.
Creative Financial Designs bought 1,577 iShares Systematic Bond ETF shares in Q1 2026, an estimated $142K.
iShares Systematic Bond ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #495 holding.
Creative Financial Designs first reported a position in iShares Systematic Bond ETF in Q2 2019 and has held it in 5 quarters since.
252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.