FA
SYSB

Fermata Advisors’s iShares Systematic Bond ETF SYSB Stock Holding History

Fermata 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 		$1.01M Buy
+11,337
New +$1.01M 0.2% 107

Other funds holding SYSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Fermata Advisors's SYSB Position: Q2 2026 in Review

Fermata Advisors opened a new position in iShares Systematic Bond ETF (SYSB) in Q2 2026: 11,337 shares worth $1.01M. The stake represents 0.2% of the portfolio and ranks #107 among its holdings.

284 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Fermata Advisors held 11,337 shares of iShares Systematic Bond ETF worth $1.01M as of Q2 2026.
  • iShares Systematic Bond ETF was a new Fermata Advisors position in Q2 2026.
  • iShares Systematic Bond ETF made up 0.2% of Fermata Advisors's portfolio in Q2 2026, its #107 holding.
  • 284 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.