High Falls Advisors’s iShares Systematic Bond ETF SYSB Stock Holding History

High Falls 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
2025 Q4	$1.22M	Buy	+13,567	New	+$1.22M	0.25%	38

Other funds holding SYSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

High Falls Advisors's SYSB Position: Q4 2025 in Review

High Falls Advisors opened a new position in iShares Systematic Bond ETF (SYSB) in Q4 2025: 13,567 shares worth $1.22M. The stake represents 0.25% of the portfolio and ranks #38 among its holdings.

194 funds tracked by Wall St. Rank hold SYSB as of Q4 2025.

High Falls Advisors held 13,567 shares of iShares Systematic Bond ETF worth $1.22M as of Q4 2025.
iShares Systematic Bond ETF was a new High Falls Advisors position in Q4 2025.
iShares Systematic Bond ETF made up 0.25% of High Falls Advisors's portfolio in Q4 2025, its #38 holding.
194 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.