Carson Wealth (CWM LLC)
SYSB

Carson Wealth (CWM LLC)’s iShares Systematic Bond ETF SYSB Stock Holding History

Carson Wealth (CWM LLC)’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 		$18.4M Buy
206,740
+35,900
+21% +$3.23M 0.05% 357
2025
Q4 		$15.3M Buy
170,840
+170,738
+167,390% +$15.4M 0.04% 396
2025
Q3 		$9K Buy
102
+1
+1% +$89 ﹤0.01% 4520
2025
Q2 		$9K Buy
101
+1
+1% +$87 ﹤0.01% 4348
2025
Q1 		$9K Hold
100
– – ﹤0.01% 4154
2024
Q4 		$9K Buy
100
+1
+1% +$87 ﹤0.01% 3921
2024
Q3 		$9K Buy
99
+1
+1% +$87 ﹤0.01% 3821
2024
Q2 		$8K Sell
98
-7
-7% -$598 ﹤0.01% 3657
2024
Q1 		$9K Hold
105
– – ﹤0.01% 3389
2023
Q4 		$9K Buy
105
+1
+1% +$84 ﹤0.01% 3237
2023
Q3 		$9K Hold
104
– – ﹤0.01% 3186
2023
Q2 		$9K Hold
104
– – ﹤0.01% 3131
2023
Q1 		$9K Hold
104
– – ﹤0.01% 3004
2022
Q4 		$9K Hold
104
– – ﹤0.01% 2847
2022
Q3 		$9K Hold
104
– – ﹤0.01% 2745
2022
Q2 		$9K Hold
104
– – ﹤0.01% 2632
2022
Q1 		$10K Hold
104
– – ﹤0.01% 2468
2021
Q4 		$10K Buy
+104
New +$10.4K ﹤0.01% 2347
2021
Q2 		$10K Hold
104
– – ﹤0.01% 2100
2021
Q1 		$10K Hold
104
– – ﹤0.01% 2100
2020
Q4 		$10K Hold
104
– – ﹤0.01% 2100
2020
Q3 		$10K Hold
104
– – ﹤0.01% 2100
2020
Q2 		$10K Hold
104
– – ﹤0.01% 2100
2020
Q1 		$10K Hold
104
– – ﹤0.01% 2100
2019
Q4 		$10K Hold
104
– – ﹤0.01% 2100
2019
Q3 		$10K Hold
104
– – ﹤0.01% 2100
2019
Q2 		$10K Hold
104
– – ﹤0.01% 2100
2019
Q1 		$10K Sell
104
-246,912
-100% -$24.1M ﹤0.01% 2100
2018
Q4 		$23.7M Buy
247,016
+82,243
+50% +$7.88M 0.59% 36
2018
Q3 		$16M Sell
164,773
-124,065
-43% -$12.1M 0.41% 63
2018
Q2 		$28M Buy
288,838
+149,492
+107% +$14.5M 0.92% 24
2018
Q1 		$13.6M Buy
+139,346
New +$13.7M 0.54% 51

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
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 $1.37T AUM 24.88% 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 19.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SYSB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares Systematic Bond ETF (SYSB) stake by 21% in Q1 2026, buying an estimated $3.23M and bringing the position to 206,740 shares worth $18.4M. The position accounts for 0.05% of the portfolio, ranked #357.

Carson Wealth (CWM LLC) first reported a position in SYSB in Q1 2018 and has held it in 32 quarters since. The position peaked at $28M in Q2 2018. 252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 206,740 shares of iShares Systematic Bond ETF worth $18.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 35,900 iShares Systematic Bond ETF shares in Q1 2026, an estimated $3.23M.
  • iShares Systematic Bond ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #357 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Systematic Bond ETF in Q1 2018 and has held it in 32 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Systematic Bond ETF position peaked at $28M in Q2 2018.
  • 252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.