HPM
SYSB

Hoxton Planning & Management’s iShares Systematic Bond ETF SYSB Stock Holding History

Hoxton Planning & 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
Q2 		$265K Sell
2,991
-995
-25% -$88.2K 0.07% 192
2026
Q1 		$355K Buy
3,986
+64
+2% +$5.75K 0.11% 140
2025
Q4 		$352K Buy
+3,922
New +$353K 0.11% 138

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
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
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Hoxton Planning & Management's SYSB Position: Q2 2026 in Review

Hoxton Planning & Management reduced its iShares Systematic Bond ETF (SYSB) stake by 25% in Q2 2026, selling an estimated $88.2K and leaving 2,991 shares worth $265K. The position accounts for 0.07% of the portfolio, ranked #192.

Hoxton Planning & Management first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $355K in Q1 2026. 61 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Hoxton Planning & Management held 2,991 shares of iShares Systematic Bond ETF worth $265K as of Q2 2026.
  • Hoxton Planning & Management sold 995 iShares Systematic Bond ETF shares in Q2 2026, an estimated $88.2K.
  • iShares Systematic Bond ETF made up 0.07% of Hoxton Planning & Management's portfolio in Q2 2026, its #192 holding.
  • Hoxton Planning & Management first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Hoxton Planning & Management's iShares Systematic Bond ETF position peaked at $355K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.