AWP
SYSB

Avid Wealth Partners’s iShares Systematic Bond ETF SYSB Stock Holding History

Avid Wealth Partners’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 		– Sell
-2,912
Closed -$259K – 81
2026
Q1 		$259K Hold
2,912
– – 0.12% 62
2025
Q4 		$261K Buy
+2,912
New +$262K 0.13% 52

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

Avid Wealth Partners's SYSB Position: Q2 2026 in Review

Avid Wealth Partners sold out of iShares Systematic Bond ETF (SYSB) in Q2 2026, closing a stake of 2,912 shares — an estimated $259K sold.

Avid Wealth Partners first reported a position in SYSB in Q4 2025 and held it in 2 quarters. The position peaked at $261K in Q4 2025. 285 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Avid Wealth Partners reported no remaining iShares Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Avid Wealth Partners sold 2,912 iShares Systematic Bond ETF shares in Q2 2026, an estimated $259K.
  • Avid Wealth Partners first reported a position in iShares Systematic Bond ETF in Q4 2025 and held it in 2 quarters.
  • Avid Wealth Partners's iShares Systematic Bond ETF position peaked at $261K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.