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Belpointe Asset Management’s iShares Systematic Bond ETF SYSB Stock Holding History

Belpointe Asset 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
Q1 		– Sell
-2,281
Closed -$205K – 1109
2025
Q4 		$205K Buy
+2,281
New +$205K 0.01% 966
2023
Q2 		– Sell
-101
Closed -$8.58K – 1506
2023
Q1 		$8.58K Buy
101
+1
+1% +$84 ﹤0.01% 2797
2022
Q4 		$8.35K Buy
+100
New +$8.3K ﹤0.01% 2710

Other funds holding SYSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 19.28% 1-Year Est. Return

Belpointe Asset Management's SYSB Position: Q1 2026 in Review

Belpointe Asset Management sold out of iShares Systematic Bond ETF (SYSB) in Q1 2026, closing a stake of 2,281 shares — an estimated $205K sold.

Belpointe Asset Management first reported a position in SYSB in Q4 2022 and held it in 3 quarters. The position peaked at $205K in Q4 2025. 253 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

  • Belpointe Asset Management reported no remaining iShares Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 2,281 iShares Systematic Bond ETF shares in Q1 2026, an estimated $205K.
  • Belpointe Asset Management first reported a position in iShares Systematic Bond ETF in Q4 2022 and held it in 3 quarters.
  • Belpointe Asset Management's iShares Systematic Bond ETF position peaked at $205K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.