BAM Wealth Management’s iShares Systematic Bond ETF SYSB Stock Holding History

BAM Wealth Management’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	$318K	Buy	+3,589	New	+$318K	0.2%	132

Other funds holding SYSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

BAM Wealth Management's SYSB Position: Q2 2026 in Review

BAM Wealth Management opened a new position in iShares Systematic Bond ETF (SYSB) in Q2 2026: 3,589 shares worth $318K. The stake represents 0.2% of the portfolio and ranks #132 among its holdings.

175 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

BAM Wealth Management held 3,589 shares of iShares Systematic Bond ETF worth $318K as of Q2 2026.
iShares Systematic Bond ETF was a new BAM Wealth Management position in Q2 2026.
iShares Systematic Bond ETF made up 0.2% of BAM Wealth Management's portfolio in Q2 2026, its #132 holding.
175 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.