Perigon Wealth Management
SYSB icon

Perigon Wealth Management’s iShares Systematic Bond ETF SYSB Stock Holding History

Perigon Wealth 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 		$3.23M Buy
38,290
+2,638
+7% +$229K 0.05% 305
2026
Q2 		$3.16M Buy
35,652
+1,483
+4% +$131K 0.05% 320
2026
Q1 		$3.04M Buy
34,169
+2,055
+6% +$185K 0.06% 296
2025
Q4 		$2.88M Buy
+32,114
New +$2.89M 0.05% 289

Other funds holding SYSB

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
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
Portfolio Design Labs
Portfolio Design Labs Encino, California $622M AUM 29.96% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Perigon Wealth Management's SYSB Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares Systematic Bond ETF (SYSB) stake by 7.4% in Q3 2026, buying an estimated $229K and bringing the position to 38,290 shares worth $3.23M. The position accounts for 0.05% of the portfolio, ranked #305.

Perigon Wealth Management first reported a position in SYSB in Q4 2025 and has held it in 4 quarters since. 156 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • Perigon Wealth Management held 38,290 shares of iShares Systematic Bond ETF worth $3.23M as of Q3 2026.
  • Perigon Wealth Management bought 2,638 iShares Systematic Bond ETF shares in Q3 2026, an estimated $229K.
  • iShares Systematic Bond ETF made up 0.05% of Perigon Wealth Management's portfolio in Q3 2026, its #305 holding.
  • Perigon Wealth Management first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 156 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.