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
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

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

First Heartland Consultants's SYSB Position: Q2 2026 in Review

First Heartland Consultants increased its iShares Systematic Bond ETF (SYSB) stake by 3.9% in Q2 2026, buying an estimated $10.9K and bringing the position to 3,258 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #483.

First Heartland Consultants first reported a position in SYSB in Q1 2018 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • First Heartland Consultants held 3,258 shares of iShares Systematic Bond ETF worth $289K as of Q2 2026.
  • First Heartland Consultants bought 123 iShares Systematic Bond ETF shares in Q2 2026, an estimated $10.9K.
  • iShares Systematic Bond ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #483 holding.
  • First Heartland Consultants first reported a position in iShares Systematic Bond ETF in Q1 2018 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.