Quest 10 Wealth Builders
SYSB icon

Quest 10 Wealth Builders’s iShares Systematic Bond ETF SYSB Stock Holding History

Quest 10 Wealth Builders’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 		$15.7K Buy
186
+93
+100% +$8.09K 0.01% 415
2026
Q2 		$8.25K Buy
93
+2
+2% +$177 0.01% 484
2026
Q1 		$8.1K Hold
91
– – 0.01% 473
2025
Q4 		$8.17K Buy
+91
New +$8.19K 0.01% 435

Other funds holding SYSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
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
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 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 19.94% 1-Year Est. Return
Portfolio Design Labs
Portfolio Design Labs Encino, California $622M AUM 29.96% 1-Year Est. Return

Quest 10 Wealth Builders's SYSB Position: Q3 2026 in Review

Quest 10 Wealth Builders increased its iShares Systematic Bond ETF (SYSB) stake by 100% in Q3 2026, buying an estimated $8.09K and bringing the position to 186 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #415.

Quest 10 Wealth Builders first reported a position in SYSB in Q4 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • Quest 10 Wealth Builders held 186 shares of iShares Systematic Bond ETF worth $15.7K as of Q3 2026.
  • Quest 10 Wealth Builders bought 93 iShares Systematic Bond ETF shares in Q3 2026, an estimated $8.09K.
  • iShares Systematic Bond ETF made up 0.01% of Quest 10 Wealth Builders's portfolio in Q3 2026, its #415 holding.
  • Quest 10 Wealth Builders first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q3 2026, filed 2 Nov 2026.