FHC
SYSB

First Heartland Consultants’s iShares Systematic Bond ETF SYSB Stock Holding History

First Heartland Consultants’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 		$283K Buy
3,355
+97
+3% +$8.43K 0.02% 497
2026
Q2 		$289K Buy
3,258
+123
+4% +$10.9K 0.02% 483
2026
Q1 		$279K Buy
+3,135
New +$282K 0.02% 431
2018
Q2 		– Sell
-2,241
Closed -$219K – 243
2018
Q1 		$219K Buy
+2,241
New +$221K 0.07% 247

Other funds holding SYSB

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

First Heartland Consultants's SYSB Position: Q3 2026 in Review

First Heartland Consultants increased its iShares Systematic Bond ETF (SYSB) stake by 3% in Q3 2026, buying an estimated $8.43K and bringing the position to 3,355 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #497.

First Heartland Consultants first reported a position in SYSB in Q1 2018 and has held it in 4 quarters since. The position peaked at $289K in Q2 2026. 8 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • First Heartland Consultants held 3,355 shares of iShares Systematic Bond ETF worth $283K as of Q3 2026.
  • First Heartland Consultants bought 97 iShares Systematic Bond ETF shares in Q3 2026, an estimated $8.43K.
  • iShares Systematic Bond ETF made up 0.02% of First Heartland Consultants's portfolio in Q3 2026, its #497 holding.
  • First Heartland Consultants first reported a position in iShares Systematic Bond ETF in Q1 2018 and has held it in 4 quarters since.
  • First Heartland Consultants's iShares Systematic Bond ETF position peaked at $289K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.