Farther Finance Advisors’s iShares Systematic Bond ETF SYSB Stock Holding History

Farther Finance 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 Q2	$616K	Buy	6,944 +47	+0.7%	+$4.17K	﹤0.01%	1401
2026 Q1	$612K	Buy	6,897 +1,895	+38%	+$170K	0.01%	1257
2025 Q4	$449K	Buy	+5,002	New	+$450K	﹤0.01%	1383
2024 Q2	–	Sell	-9	Closed	-$769	–	3863
2024 Q1	$769	Sell	9 -1	-10%	-$86	﹤0.01%	2875
2023 Q4	$848	Hold	10	–	–	﹤0.01%	2794
2023 Q3	$811	Hold	10	–	–	﹤0.01%	2137
2023 Q2	$826	Buy	10 +9	+900%	+$760	﹤0.01%	2029
2023 Q1	$70	Hold	1	–	–	﹤0.01%	2302
2022 Q4	$69	Buy	+1	New	+$83	﹤0.01%	2146

Other funds holding SYSB

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Traveka Wealth Los Altos, California $301M AUM 26.23% 1-Year Est. Return

Farther Finance Advisors's SYSB Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares Systematic Bond ETF (SYSB) stake by 0.68% in Q2 2026, buying an estimated $4.17K and bringing the position to 6,944 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Farther Finance Advisors first reported a position in SYSB in Q4 2022 and has held it in 9 quarters since. 132 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

Farther Finance Advisors held 6,944 shares of iShares Systematic Bond ETF worth $616K as of Q2 2026.
Farther Finance Advisors bought 47 iShares Systematic Bond ETF shares in Q2 2026, an estimated $4.17K.
iShares Systematic Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1401 holding.
Farther Finance Advisors first reported a position in iShares Systematic Bond ETF in Q4 2022 and has held it in 9 quarters since.
132 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.