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

Beacon Bridge 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	$3.03M	Buy	34,108 +4,499	+15%	+$399K	0.86%	37
2026 Q1	$2.64M	Buy	29,609 +827	+3%	+$74.3K	0.88%	36
2025 Q4	$2.58M	Buy	+28,782	New	+$2.59M	0.86%	36

Other funds holding SYSB

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Beacon Bridge Wealth Partners's SYSB Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its iShares Systematic Bond ETF (SYSB) stake by 15% in Q2 2026, buying an estimated $399K and bringing the position to 34,108 shares worth $3.03M. The position accounts for 0.86% of the portfolio, ranked #37.

Beacon Bridge Wealth Partners first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

Beacon Bridge Wealth Partners held 34,108 shares of iShares Systematic Bond ETF worth $3.03M as of Q2 2026.
Beacon Bridge Wealth Partners bought 4,499 iShares Systematic Bond ETF shares in Q2 2026, an estimated $399K.
iShares Systematic Bond ETF made up 0.86% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #37 holding.
Beacon Bridge Wealth Partners first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
285 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.