CWS
SYSB

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
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

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
TW
Traveka Wealth Los Altos, California $301M AUM 26.23% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Cypress Wealth Services's SYSB Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares Systematic Bond ETF (SYSB) stake by 2.3% in Q2 2026, selling an estimated $13K and leaving 6,153 shares worth $546K. The position accounts for 0.07% of the portfolio, ranked #219.

Cypress Wealth Services first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $561K in Q1 2026. 68 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Cypress Wealth Services held 6,153 shares of iShares Systematic Bond ETF worth $546K as of Q2 2026.
  • Cypress Wealth Services sold 147 iShares Systematic Bond ETF shares in Q2 2026, an estimated $13K.
  • iShares Systematic Bond ETF made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #219 holding.
  • Cypress Wealth Services first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Cypress Wealth Services's iShares Systematic Bond ETF position peaked at $561K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.