Financial Life Advisors’s iShares Systematic Bond ETF SYSB Stock Holding History

Financial Life 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	$1.46M	Buy	+16,482	New	+$1.46M	0.42%	26

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

Financial Life Advisors's SYSB Position: Q2 2026 in Review

Financial Life Advisors opened a new position in iShares Systematic Bond ETF (SYSB) in Q2 2026: 16,482 shares worth $1.46M. The stake represents 0.42% of the portfolio and ranks #26 among its holdings.

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

Financial Life Advisors held 16,482 shares of iShares Systematic Bond ETF worth $1.46M as of Q2 2026.
iShares Systematic Bond ETF was a new Financial Life Advisors position in Q2 2026.
iShares Systematic Bond ETF made up 0.42% of Financial Life Advisors's portfolio in Q2 2026, its #26 holding.
135 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.