Cetera Investment Advisers
SYSB

Cetera Investment Advisers’s iShares Systematic Bond ETF SYSB Stock Holding History

Cetera Investment Advisers’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 		$26.4M Buy
296,642
+39,054
+15% +$3.51M 0.03% 579
2025
Q4 		$23.1M Buy
257,588
+251,940
+4,461% +$22.7M 0.03% 603
2025
Q3 		$509K Buy
5,648
+1,404
+33% +$125K ﹤0.01% 3372
2025
Q2 		$376K Buy
+4,244
New +$371K ﹤0.01% 3199
2025
Q1 		– Sell
-5,799
Closed -$504K – 4011
2024
Q4 		$504K Sell
5,799
-585
-9% -$51.2K ﹤0.01% 2678
2024
Q3 		$566K Sell
6,384
-266
-4% -$23.2K ﹤0.01% 2550
2024
Q2 		$571K Sell
6,650
-103
-2% -$8.79K ﹤0.01% 2488
2024
Q1 		$581K Buy
6,753
+4,113
+156% +$353K ﹤0.01% 2490
2023
Q4 		$228K Sell
2,640
-235
-8% -$19.6K ﹤0.01% 1961
2023
Q3 		$237K Sell
2,875
-1,065
-27% -$88.9K ﹤0.01% 1872
2023
Q2 		$331K Sell
3,940
-30
-0.8% -$2.53K ﹤0.01% 1676
2023
Q1 		$338K Sell
3,970
-170
-4% -$14.4K ﹤0.01% 1640
2022
Q4 		$345K Sell
4,140
-1,196
-22% -$99.3K ﹤0.01% 1573
2022
Q3 		$437K Hold
5,336
– – 0.01% 1042
2022
Q2 		$458K Sell
5,336
-1,400
-21% -$123K 0.01% 1147
2022
Q1 		$624K Sell
6,736
-457
-6% -$43.6K 0.01% 1023
2021
Q4 		$717K Sell
7,193
-3,704
-34% -$370K 0.01% 967
2021
Q3 		$1.09M Sell
10,897
-633
-5% -$63.9K 0.02% 741
2021
Q2 		$1.16M Sell
11,530
-1,235
-10% -$124K 0.02% 718
2021
Q1 		$1.27M Sell
12,765
-680
-5% -$68.8K 0.03% 570
2020
Q4 		$1.38M Sell
13,445
-1,959
-13% -$199K 0.03% 561
2020
Q3 		$1.56M Sell
15,404
-3,323
-18% -$339K 0.13% 189
2020
Q2 		$1.9M Sell
18,727
-3,568
-16% -$358K 0.18% 146
2020
Q1 		$2.18M Buy
22,295
+2,390
+12% +$241K 0.27% 102
2019
Q4 		$2.03M Buy
19,905
+1,673
+9% +$170K 0.2% 128
2019
Q3 		$1.85M Buy
18,232
+2,174
+14% +$220K 0.22% 119
2019
Q2 		$1.62M Buy
16,058
+3,460
+27% +$345K 0.21% 116
2019
Q1 		$1.25M Buy
12,598
+2,932
+30% +$286K 0.18% 133
2018
Q4 		$926K Buy
+9,666
New +$926K 0.15% 158

Other funds holding SYSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers's SYSB Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares Systematic Bond ETF (SYSB) stake by 15% in Q1 2026, buying an estimated $3.51M and bringing the position to 296,642 shares worth $26.4M. The position accounts for 0.03% of the portfolio, ranked #579.

Cetera Investment Advisers first reported a position in SYSB in Q4 2018 and has held it in 29 quarters since. 252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

  • Cetera Investment Advisers held 296,642 shares of iShares Systematic Bond ETF worth $26.4M as of Q1 2026.
  • Cetera Investment Advisers bought 39,054 iShares Systematic Bond ETF shares in Q1 2026, an estimated $3.51M.
  • iShares Systematic Bond ETF made up 0.03% of Cetera Investment Advisers's portfolio in Q1 2026, its #579 holding.
  • Cetera Investment Advisers first reported a position in iShares Systematic Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.