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Milestone Asset Management’s iShares Systematic Bond ETF SYSB Stock Holding History

Milestone Asset Management’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 		$6.83M Sell
81,002
-12,638
-13% -$1.1M 1.08% 21
2026
Q2 		$8.31M Buy
+93,640
New +$8.3M 1.31% 10

Other funds holding SYSB

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Milestone Asset Management's SYSB Position: Q3 2026 in Review

Milestone Asset Management reduced its iShares Systematic Bond ETF (SYSB) stake by 13% in Q3 2026, selling an estimated $1.1M and leaving 81,002 shares worth $6.83M. The position accounts for 1.08% of the portfolio, ranked #21.

Milestone Asset Management first reported a position in SYSB in Q2 2026 and has held it in 2 quarters since. The position peaked at $8.31M in Q2 2026. 40 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • Milestone Asset Management held 81,002 shares of iShares Systematic Bond ETF worth $6.83M as of Q3 2026.
  • Milestone Asset Management sold 12,638 iShares Systematic Bond ETF shares in Q3 2026, an estimated $1.1M.
  • iShares Systematic Bond ETF made up 1.08% of Milestone Asset Management's portfolio in Q3 2026, its #21 holding.
  • Milestone Asset Management first reported a position in iShares Systematic Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Milestone Asset Management's iShares Systematic Bond ETF position peaked at $8.31M in Q2 2026.
  • 40 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.