Cypress Wealth Services
SYSB icon

Cypress Wealth Services’s iShares Systematic Bond ETF SYSB Stock Holding History

Cypress Wealth 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
Q3 		$558K Buy
6,640
+487
+8% +$42.3K 0.07% 221
2026
Q2 		$546K Sell
6,153
-147
-2% -$13K 0.07% 219
2026
Q1 		$561K Buy
6,300
+669
+12% +$60.1K 0.08% 205
2025
Q4 		$505K Buy
+5,631
New +$507K 0.07% 208

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
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
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Cypress Wealth Services's SYSB Position: Q3 2026 in Review

Cypress Wealth Services increased its iShares Systematic Bond ETF (SYSB) stake by 7.9% in Q3 2026, buying an estimated $42.3K and bringing the position to 6,640 shares worth $558K. The position accounts for 0.07% of the portfolio, ranked #221.

Cypress Wealth Services first reported a position in SYSB in Q4 2025 and has held it in 4 quarters since. The position peaked at $561K in Q1 2026. 179 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • Cypress Wealth Services held 6,640 shares of iShares Systematic Bond ETF worth $558K as of Q3 2026.
  • Cypress Wealth Services bought 487 iShares Systematic Bond ETF shares in Q3 2026, an estimated $42.3K.
  • iShares Systematic Bond ETF made up 0.07% of Cypress Wealth Services's portfolio in Q3 2026, its #221 holding.
  • Cypress Wealth Services first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Cypress Wealth Services's iShares Systematic Bond ETF position peaked at $561K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.