IA
SYSB

IFP Advisors’s iShares Systematic Bond ETF SYSB Stock Holding History

IFP 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
2026
Q2 		$563K Buy
6,344
+440
+7% +$39K 0.01% 986
2026
Q1 		$525K Buy
5,904
+3,286
+126% +$295K 0.01% 939
2025
Q4 		$235K Buy
+2,618
New +$236K 0.01% 1284
2018
Q3 		– Sell
-60
Closed -$6K – 3886
2018
Q2 		$6K Buy
+60
New +$5.83K ﹤0.01% 3157

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

IFP Advisors's SYSB Position: Q2 2026 in Review

IFP Advisors increased its iShares Systematic Bond ETF (SYSB) stake by 7.5% in Q2 2026, buying an estimated $39K and bringing the position to 6,344 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #986.

IFP Advisors first reported a position in SYSB in Q2 2018 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • IFP Advisors held 6,344 shares of iShares Systematic Bond ETF worth $563K as of Q2 2026.
  • IFP Advisors bought 440 iShares Systematic Bond ETF shares in Q2 2026, an estimated $39K.
  • iShares Systematic Bond ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #986 holding.
  • IFP Advisors first reported a position in iShares Systematic Bond ETF in Q2 2018 and has held it in 4 quarters since.
  • 61 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.