Visionary Horizons
SYSB icon

Visionary Horizons’s iShares Systematic Bond ETF SYSB Stock Holding History

Visionary Horizons’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 		$951K Buy
11,285
+2,515
+29% +$219K 0.38% 40
2026
Q2 		$778K Buy
8,770
+2,254
+35% +$200K 0.33% 51
2026
Q1 		$580K Buy
+6,516
New +$585K 0.29% 71

Other funds holding SYSB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 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
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Visionary Horizons's SYSB Position: Q3 2026 in Review

Visionary Horizons increased its iShares Systematic Bond ETF (SYSB) stake by 29% in Q3 2026, buying an estimated $219K and bringing the position to 11,285 shares worth $951K. The position accounts for 0.38% of the portfolio, ranked #40.

Visionary Horizons first reported a position in SYSB in Q1 2026 and has held it in 3 quarters since. 263 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • Visionary Horizons held 11,285 shares of iShares Systematic Bond ETF worth $951K as of Q3 2026.
  • Visionary Horizons bought 2,515 iShares Systematic Bond ETF shares in Q3 2026, an estimated $219K.
  • iShares Systematic Bond ETF made up 0.38% of Visionary Horizons's portfolio in Q3 2026, its #40 holding.
  • Visionary Horizons first reported a position in iShares Systematic Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.