Optivise Advisory Services’s iShares Systematic Bond ETF SYSB Stock Holding History
Bought
Maintained
Sold
Other funds holding SYSB
Optivise Advisory Services's SYSB Position: Q2 2026 in Review
Optivise Advisory Services reduced its iShares Systematic Bond ETF (SYSB) stake by 12% in Q2 2026, selling an estimated $155K and leaving 12,666 shares worth $1.12M. The position accounts for 0.57% of the portfolio, ranked #46.
Optivise Advisory Services first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.43M in Q4 2025. 285 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.
- Optivise Advisory Services held 12,666 shares of iShares Systematic Bond ETF worth $1.12M as of Q2 2026.
- Optivise Advisory Services sold 1,746 iShares Systematic Bond ETF shares in Q2 2026, an estimated $155K.
- iShares Systematic Bond ETF made up 0.57% of Optivise Advisory Services's portfolio in Q2 2026, its #46 holding.
- Optivise Advisory Services first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
- Optivise Advisory Services's iShares Systematic Bond ETF position peaked at $1.43M in Q4 2025.
- 285 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.
Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.