AssetMark Inc
SYSB

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc's SYSB Position: Q2 2026 in Review

AssetMark Inc increased its iShares Systematic Bond ETF (SYSB) stake by 22% in Q2 2026, buying an estimated $133K and bringing the position to 8,177 shares worth $725K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

AssetMark Inc first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.26M in Q4 2025. 285 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • AssetMark Inc held 8,177 shares of iShares Systematic Bond ETF worth $725K as of Q2 2026.
  • AssetMark Inc bought 1,501 iShares Systematic Bond ETF shares in Q2 2026, an estimated $133K.
  • iShares Systematic Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1147 holding.
  • AssetMark Inc first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • AssetMark Inc's iShares Systematic Bond ETF position peaked at $1.26M in Q4 2025.
  • 285 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.