IFP Advisors
SYSB icon

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
Q3 		$554K Buy
6,568
+224
+4% +$19.5K 0.01% 1010
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Portfolio Design Labs
Portfolio Design Labs Encino, California $622M AUM 29.96% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

IFP Advisors's SYSB Position: Q3 2026 in Review

IFP Advisors increased its iShares Systematic Bond ETF (SYSB) stake by 3.5% in Q3 2026, buying an estimated $19.5K and bringing the position to 6,568 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #1010.

IFP Advisors first reported a position in SYSB in Q2 2018 and has held it in 5 quarters since. The position peaked at $563K in Q2 2026. 168 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • IFP Advisors held 6,568 shares of iShares Systematic Bond ETF worth $554K as of Q3 2026.
  • IFP Advisors bought 224 iShares Systematic Bond ETF shares in Q3 2026, an estimated $19.5K.
  • iShares Systematic Bond ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1010 holding.
  • IFP Advisors first reported a position in iShares Systematic Bond ETF in Q2 2018 and has held it in 5 quarters since.
  • IFP Advisors's iShares Systematic Bond ETF position peaked at $563K in Q2 2026.
  • 168 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.