WIA
SYSB icon

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
Q3 		$269K Buy
3,195
+64
+2% +$5.56K 0.09% 109
2026
Q2 		$278K Buy
+3,131
New +$278K 0.1% 110

Other funds holding SYSB

FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

Wetzel Investment Advisors's SYSB Position: Q3 2026 in Review

Wetzel Investment Advisors increased its iShares Systematic Bond ETF (SYSB) stake by 2% in Q3 2026, buying an estimated $5.56K and bringing the position to 3,195 shares worth $269K. The position accounts for 0.09% of the portfolio, ranked #109.

Wetzel Investment Advisors first reported a position in SYSB in Q2 2026 and has held it in 2 quarters since. The position peaked at $278K in Q2 2026. 24 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • Wetzel Investment Advisors held 3,195 shares of iShares Systematic Bond ETF worth $269K as of Q3 2026.
  • Wetzel Investment Advisors bought 64 iShares Systematic Bond ETF shares in Q3 2026, an estimated $5.56K.
  • iShares Systematic Bond ETF made up 0.09% of Wetzel Investment Advisors's portfolio in Q3 2026, its #109 holding.
  • Wetzel Investment Advisors first reported a position in iShares Systematic Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Wetzel Investment Advisors's iShares Systematic Bond ETF position peaked at $278K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on Wetzel Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.