SPAS
SYSB

Spectrum Planning & Advisory Services’s iShares Systematic Bond ETF SYSB Stock Holding History

Spectrum Planning & 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 		$346K Buy
3,901
+583
+18% +$51.7K 0.15% 79
2026
Q1 		$295K Buy
3,318
+634
+24% +$57K 0.15% 90
2025
Q4 		$241K Buy
+2,684
New +$242K 0.12% 104

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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 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
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Spectrum Planning & Advisory Services's SYSB Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its iShares Systematic Bond ETF (SYSB) stake by 18% in Q2 2026, buying an estimated $51.7K and bringing the position to 3,901 shares worth $346K. The position accounts for 0.15% of the portfolio, ranked #79.

Spectrum Planning & Advisory Services first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Spectrum Planning & Advisory Services held 3,901 shares of iShares Systematic Bond ETF worth $346K as of Q2 2026.
  • Spectrum Planning & Advisory Services bought 583 iShares Systematic Bond ETF shares in Q2 2026, an estimated $51.7K.
  • iShares Systematic Bond ETF made up 0.15% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #79 holding.
  • Spectrum Planning & Advisory Services first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.