KWB Wealth
SYSB icon

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
Q3 		$311K Sell
3,696
-50
-1% -$4.35K 0.03% 150
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

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 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
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Traveka Wealth
Traveka Wealth Los Altos, California $324M AUM 18.67% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Scarborough Advisors
Scarborough Advisors Annapolis, Maryland $23.9M AUM 12.47% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

KWB Wealth's SYSB Position: Q3 2026 in Review

KWB Wealth reduced its iShares Systematic Bond ETF (SYSB) stake by 1.3% in Q3 2026, selling an estimated $4.35K and leaving 3,696 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #150.

KWB Wealth first reported a position in SYSB in Q4 2025 and has held it in 4 quarters since. The position peaked at $332K in Q2 2026. 104 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • KWB Wealth held 3,696 shares of iShares Systematic Bond ETF worth $311K as of Q3 2026.
  • KWB Wealth sold 50 iShares Systematic Bond ETF shares in Q3 2026, an estimated $4.35K.
  • iShares Systematic Bond ETF made up 0.03% of KWB Wealth's portfolio in Q3 2026, its #150 holding.
  • KWB Wealth first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • KWB Wealth's iShares Systematic Bond ETF position peaked at $332K in Q2 2026.
  • 104 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.