CA
SYSB

Chatterton & Associates’s iShares Systematic Bond ETF SYSB Stock Holding History

Chatterton & 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 		$652K Buy
7,420
+1,387
+23% +$123K 0.38% 49
2026
Q1 		$538K Buy
6,033
+1,740
+41% +$156K 0.38% 55
2025
Q4 		$385K Buy
+4,293
New +$387K 0.33% 55

Other funds holding SYSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Chatterton & Associates's SYSB Position: Q2 2026 in Review

Chatterton & Associates increased its iShares Systematic Bond ETF (SYSB) stake by 23% in Q2 2026, buying an estimated $123K and bringing the position to 7,420 shares worth $652K. The position accounts for 0.38% of the portfolio, ranked #49.

Chatterton & Associates first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Chatterton & Associates held 7,420 shares of iShares Systematic Bond ETF worth $652K as of Q2 2026.
  • Chatterton & Associates bought 1,387 iShares Systematic Bond ETF shares in Q2 2026, an estimated $123K.
  • iShares Systematic Bond ETF made up 0.38% of Chatterton & Associates's portfolio in Q2 2026, its #49 holding.
  • Chatterton & Associates first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.