TW
SYSB

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

Traveka 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 		$3.83M Buy
43,141
+7,046
+20% +$625K 1.27% 19
2026
Q1 		$3.21M Buy
+36,095
New +$3.24M 1.23% 20

Other funds holding SYSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Traveka Wealth's SYSB Position: Q2 2026 in Review

Traveka Wealth increased its iShares Systematic Bond ETF (SYSB) stake by 20% in Q2 2026, buying an estimated $625K and bringing the position to 43,141 shares worth $3.83M. The position accounts for 1.27% of the portfolio, ranked #19.

Traveka Wealth first reported a position in SYSB in Q1 2026 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Traveka Wealth held 43,141 shares of iShares Systematic Bond ETF worth $3.83M as of Q2 2026.
  • Traveka Wealth bought 7,046 iShares Systematic Bond ETF shares in Q2 2026, an estimated $625K.
  • iShares Systematic Bond ETF made up 1.27% of Traveka Wealth's portfolio in Q2 2026, its #19 holding.
  • Traveka Wealth first reported a position in iShares Systematic Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.