KW
SYSB

KWB Wealth’s iShares Systematic Bond ETF SYSB Stock Holding History

KWB Wealth’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 		$332K Buy
3,746
+516
+16% +$45.7K 0.03% 139
2026
Q1 		$290K Sell
3,230
-208
-6% -$18.7K 0.03% 139
2025
Q4 		$309K Buy
+3,438
New +$310K 0.03% 141

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

KWB Wealth's SYSB Position: Q2 2026 in Review

KWB Wealth increased its iShares Systematic Bond ETF (SYSB) stake by 16% in Q2 2026, buying an estimated $45.7K and bringing the position to 3,746 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #139.

KWB Wealth first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • KWB Wealth held 3,746 shares of iShares Systematic Bond ETF worth $332K as of Q2 2026.
  • KWB Wealth bought 516 iShares Systematic Bond ETF shares in Q2 2026, an estimated $45.7K.
  • iShares Systematic Bond ETF made up 0.03% of KWB Wealth's portfolio in Q2 2026, its #139 holding.
  • KWB Wealth first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.