Wetzel Investment Advisors’s iShares Systematic Bond ETF SYSB Stock Holding History

Wetzel Investment Advisors’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	$278K	Buy	+3,131	New	+$278K	0.1%	110

Other funds holding SYSB

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Traveka Wealth Los Altos, California $301M AUM 26.23% 1-Year Est. Return

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

Wetzel Investment Advisors's SYSB Position: Q2 2026 in Review

Wetzel Investment Advisors opened a new position in iShares Systematic Bond ETF (SYSB) in Q2 2026: 3,131 shares worth $278K. The stake represents 0.1% of the portfolio and ranks #110 among its holdings.

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

Wetzel Investment Advisors held 3,131 shares of iShares Systematic Bond ETF worth $278K as of Q2 2026.
iShares Systematic Bond ETF was a new Wetzel Investment Advisors position in Q2 2026.
iShares Systematic Bond ETF made up 0.1% of Wetzel Investment Advisors's portfolio in Q2 2026, its #110 holding.
91 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.