BBA
SYSB icon

Braun-Bostich & Associates’s iShares Systematic Bond ETF SYSB Stock Holding History

Braun-Bostich & Associates’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 		$411K Buy
4,628
+751
+19% +$66.6K 0.23% 74
2026
Q1 		$345K Buy
3,877
+142
+4% +$12.8K 0.22% 78
2025
Q4 		$335K Buy
+3,735
New +$336K 0.21% 83

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
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 19.28% 1-Year Est. Return

Braun-Bostich & Associates's SYSB Position: Q2 2026 in Review

Braun-Bostich & Associates increased its iShares Systematic Bond ETF (SYSB) stake by 19% in Q2 2026, buying an estimated $66.6K and bringing the position to 4,628 shares worth $411K. The position accounts for 0.23% of the portfolio, ranked #74.

Braun-Bostich & Associates 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.

  • Braun-Bostich & Associates held 4,628 shares of iShares Systematic Bond ETF worth $411K as of Q2 2026.
  • Braun-Bostich & Associates bought 751 iShares Systematic Bond ETF shares in Q2 2026, an estimated $66.6K.
  • iShares Systematic Bond ETF made up 0.23% of Braun-Bostich & Associates's portfolio in Q2 2026, its #74 holding.
  • Braun-Bostich & Associates 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 Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.