LifeSteps Financial’s iShares Systematic Bond ETF SYSB Stock Holding History

LifeSteps Financial’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	$23.8K	Buy	+268	New	+$23.8K	0.01%	286

Other funds holding SYSB

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Traveka Wealth Los Altos, California $301M AUM 26.23% 1-Year Est. Return

LifeSteps Financial's SYSB Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Systematic Bond ETF (SYSB) in Q2 2026: 268 shares worth $23.8K. The stake represents 0.01% of the portfolio and ranks #286 among its holdings.

130 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

LifeSteps Financial held 268 shares of iShares Systematic Bond ETF worth $23.8K as of Q2 2026.
iShares Systematic Bond ETF was a new LifeSteps Financial position in Q2 2026.
iShares Systematic Bond ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #286 holding.
130 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.