VisionPoint Advisory Group’s iShares Systematic Bond ETF SYSB Stock Holding History

VisionPoint Advisory Group’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	$276K	Buy	+3,115	New	+$276K	0.05%	377

Other funds holding SYSB

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

VisionPoint Advisory Group's SYSB Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in iShares Systematic Bond ETF (SYSB) in Q2 2026: 3,115 shares worth $276K. The stake represents 0.05% of the portfolio and ranks #377 among its holdings.

54 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

VisionPoint Advisory Group held 3,115 shares of iShares Systematic Bond ETF worth $276K as of Q2 2026.
iShares Systematic Bond ETF was a new VisionPoint Advisory Group position in Q2 2026.
iShares Systematic Bond ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #377 holding.
54 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.