SW
SYSB

SteelPeak Wealth’s iShares Systematic Bond ETF SYSB Stock Holding History

SteelPeak Wealth’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 		$5.02M Sell
56,584
-201
-0.4% -$17.8K 0.13% 126
2026
Q1 		$5.05M Buy
56,785
+12,873
+29% +$1.16M 0.15% 109
2025
Q4 		$3.94M Buy
+43,912
New +$3.95M 0.13% 122

Other funds holding SYSB

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
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 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
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SteelPeak Wealth's SYSB Position: Q2 2026 in Review

SteelPeak Wealth reduced its iShares Systematic Bond ETF (SYSB) stake by 0.35% in Q2 2026, selling an estimated $17.8K and leaving 56,584 shares worth $5.02M. The position accounts for 0.13% of the portfolio, ranked #126.

SteelPeak Wealth first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.05M in Q1 2026. 54 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • SteelPeak Wealth held 56,584 shares of iShares Systematic Bond ETF worth $5.02M as of Q2 2026.
  • SteelPeak Wealth sold 201 iShares Systematic Bond ETF shares in Q2 2026, an estimated $17.8K.
  • iShares Systematic Bond ETF made up 0.13% of SteelPeak Wealth's portfolio in Q2 2026, its #126 holding.
  • SteelPeak Wealth first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • SteelPeak Wealth's iShares Systematic Bond ETF position peaked at $5.05M in Q1 2026.
  • 54 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.