One Advisory Partners
SYSB icon

One Advisory Partners’s iShares Systematic Bond ETF SYSB Stock Holding History

One Advisory Partners’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 		$841K Buy
9,984
+884
+10% +$76.9K 0.23% 39
2026
Q2 		$807K Buy
9,100
+974
+12% +$86.3K 0.22% 37
2026
Q1 		$723K Buy
8,126
+936
+13% +$84.1K 0.22% 36
2025
Q4 		$645K Buy
+7,190
New +$647K 0.19% 39

Other funds holding SYSB

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
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
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

One Advisory Partners's SYSB Position: Q3 2026 in Review

One Advisory Partners increased its iShares Systematic Bond ETF (SYSB) stake by 9.7% in Q3 2026, buying an estimated $76.9K and bringing the position to 9,984 shares worth $841K. The position accounts for 0.23% of the portfolio, ranked #39.

One Advisory Partners first reported a position in SYSB in Q4 2025 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • One Advisory Partners held 9,984 shares of iShares Systematic Bond ETF worth $841K as of Q3 2026.
  • One Advisory Partners bought 884 iShares Systematic Bond ETF shares in Q3 2026, an estimated $76.9K.
  • iShares Systematic Bond ETF made up 0.23% of One Advisory Partners's portfolio in Q3 2026, its #39 holding.
  • One Advisory Partners first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 91 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.