TSA Wealth Management
SYSB icon

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

TSA 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 		$2.28M Buy
27,057
+1,458
+6% +$127K 0.64% 35
2026
Q2 		$2.27M Buy
25,599
+1,454
+6% +$129K 0.64% 34
2026
Q1 		$2.15M Sell
24,145
-3,274
-12% -$294K 0.69% 31
2025
Q4 		$2.46M Buy
+27,419
New +$2.47M 0.82% 27

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
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
Traveka Wealth
Traveka Wealth Los Altos, California $324M AUM 18.67% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

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

TSA Wealth Management increased its iShares Systematic Bond ETF (SYSB) stake by 5.7% in Q3 2026, buying an estimated $127K and bringing the position to 27,057 shares worth $2.28M. The position accounts for 0.64% of the portfolio, ranked #35.

TSA Wealth Management first reported a position in SYSB in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.46M in Q4 2025. 119 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • TSA Wealth Management held 27,057 shares of iShares Systematic Bond ETF worth $2.28M as of Q3 2026.
  • TSA Wealth Management bought 1,458 iShares Systematic Bond ETF shares in Q3 2026, an estimated $127K.
  • iShares Systematic Bond ETF made up 0.64% of TSA Wealth Management's portfolio in Q3 2026, its #35 holding.
  • TSA Wealth Management first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • TSA Wealth Management's iShares Systematic Bond ETF position peaked at $2.46M in Q4 2025.
  • 119 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

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