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Gilpin Wealth Management’s iShares Systematic Bond ETF SYSB Stock Holding History

Gilpin Wealth Management’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 		$22.4K Buy
266
+249
+1,465% +$21.6K 0.02% 273
2026
Q2 		$1.51K Buy
17
+7
+70% +$621 ﹤0.01% 462
2026
Q1 		$890 Buy
+10
New +$899 ﹤0.01% 492

Other funds holding SYSB

BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
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
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 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
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Gilpin Wealth Management's SYSB Position: Q3 2026 in Review

Gilpin Wealth Management increased its iShares Systematic Bond ETF (SYSB) stake by 1,465% in Q3 2026, buying an estimated $21.6K and bringing the position to 266 shares worth $22.4K. The position accounts for 0.02% of the portfolio, ranked #273.

Gilpin Wealth Management first reported a position in SYSB in Q1 2026 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • Gilpin Wealth Management held 266 shares of iShares Systematic Bond ETF worth $22.4K as of Q3 2026.
  • Gilpin Wealth Management bought 249 iShares Systematic Bond ETF shares in Q3 2026, an estimated $21.6K.
  • iShares Systematic Bond ETF made up 0.02% of Gilpin Wealth Management's portfolio in Q3 2026, its #273 holding.
  • Gilpin Wealth Management first reported a position in iShares Systematic Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.