AssetMark Inc
SYSB icon

AssetMark Inc’s iShares Systematic Bond ETF SYSB Stock Holding History

AssetMark Inc’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 		$733K Buy
8,692
+515
+6% +$44.8K ﹤0.01% 1163
2026
Q2 		$725K Buy
8,177
+1,501
+22% +$133K ﹤0.01% 1147
2026
Q1 		$594K Sell
6,676
-7,328
-52% -$658K ﹤0.01% 1134
2025
Q4 		$1.26M Buy
+14,004
New +$1.26M ﹤0.01% 973

Other funds holding SYSB

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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
Portfolio Design Labs
Portfolio Design Labs Encino, California $622M AUM 29.96% 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

AssetMark Inc's SYSB Position: Q3 2026 in Review

AssetMark Inc increased its iShares Systematic Bond ETF (SYSB) stake by 6.3% in Q3 2026, buying an estimated $44.8K and bringing the position to 8,692 shares worth $733K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

AssetMark Inc first reported a position in SYSB in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.26M in Q4 2025. 167 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • AssetMark Inc held 8,692 shares of iShares Systematic Bond ETF worth $733K as of Q3 2026.
  • AssetMark Inc bought 515 iShares Systematic Bond ETF shares in Q3 2026, an estimated $44.8K.
  • iShares Systematic Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1163 holding.
  • AssetMark Inc first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • AssetMark Inc's iShares Systematic Bond ETF position peaked at $1.26M in Q4 2025.
  • 167 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.