OAS
SYSB

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
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

Envestnet Portfolio Solutions
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
TW
Traveka Wealth Los Altos, California $301M AUM 26.23% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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. 98 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.
  • 98 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.