Optivise Advisory Services’s iShares Systematic Bond ETF SYSB Stock Holding History

Optivise Advisory Services’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	$1.06M	Sell	12,568 -98	-0.8%	-$8.52K	0.52%	52
2026 Q2	$1.12M	Sell	12,666 -1,746	-12%	-$155K	0.57%	46
2026 Q1	$1.28M	Sell	14,412 -1,494	-9%	-$134K	0.78%	29
2025 Q4	$1.43M	Buy	+15,906	New	+$1.43M	0.82%	31

Other funds holding SYSB

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

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

Portfolio Design Labs Encino, California $622M AUM 29.96% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Optivise Advisory Services's SYSB Position: Q3 2026 in Review

Optivise Advisory Services reduced its iShares Systematic Bond ETF (SYSB) stake by 0.77% in Q3 2026, selling an estimated $8.52K and leaving 12,568 shares worth $1.06M. The position accounts for 0.52% of the portfolio, ranked #52.

Optivise Advisory Services first reported a position in SYSB in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.43M in Q4 2025. 167 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

Optivise Advisory Services held 12,568 shares of iShares Systematic Bond ETF worth $1.06M as of Q3 2026.
Optivise Advisory Services sold 98 iShares Systematic Bond ETF shares in Q3 2026, an estimated $8.52K.
iShares Systematic Bond ETF made up 0.52% of Optivise Advisory Services's portfolio in Q3 2026, its #52 holding.
Optivise Advisory Services first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 4 quarters since.
Optivise Advisory Services's iShares Systematic Bond ETF position peaked at $1.43M in Q4 2025.
167 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.