Austin Private Wealth’s iShares Systematic Bond ETF SYSB Stock Holding History

Austin Private Wealth’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
2025 Q4	$1.47M	Buy	+16,361	New	+$1.47M	0.11%	85

Other funds holding SYSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Austin Private Wealth's SYSB Position: Q4 2025 in Review

Austin Private Wealth opened a new position in iShares Systematic Bond ETF (SYSB) in Q4 2025: 16,361 shares worth $1.47M. The stake represents 0.11% of the portfolio and ranks #85 among its holdings.

194 funds tracked by Wall St. Rank hold SYSB as of Q4 2025.

Austin Private Wealth held 16,361 shares of iShares Systematic Bond ETF worth $1.47M as of Q4 2025.
iShares Systematic Bond ETF was a new Austin Private Wealth position in Q4 2025.
iShares Systematic Bond ETF made up 0.11% of Austin Private Wealth's portfolio in Q4 2025, its #85 holding.
194 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.