Commonwealth Equity Services
SYSB

Commonwealth Equity Services’s iShares Systematic Bond ETF SYSB Stock Holding History

Commonwealth Equity Services’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 		$4.45M Buy
50,167
+35,694
+247% +$3.16M 0.01% 1502
2026
Q1 		$1.29M Buy
14,473
+1,710
+13% +$154K ﹤0.01% 2395
2025
Q4 		$1.15M Buy
12,763
+7,753
+155% +$698K ﹤0.01% 2463
2025
Q3 		$451K Sell
5,010
-85
-2% -$7.57K ﹤0.01% 3260
2025
Q2 		$452K Buy
5,095
+23
+0.5% +$2.01K ﹤0.01% 3230
2025
Q1 		$445K Buy
+5,072
New +$443K ﹤0.01% 3121
2024
Q3 		– Sell
-11,122
Closed -$955K – 4112
2024
Q2 		$955K Buy
+11,122
New +$950K ﹤0.01% 2317
2022
Q4 		– Sell
-3,329
Closed -$272K – 3737
2022
Q3 		$272K Buy
3,329
+9
+0.3% +$775 ﹤0.01% 2907
2022
Q2 		$285K Sell
3,320
-1,050
-24% -$92K ﹤0.01% 2880
2022
Q1 		$405K Sell
4,370
-466
-10% -$44.5K ﹤0.01% 2697
2021
Q4 		$481K Sell
4,836
-425
-8% -$42.4K ﹤0.01% 2550
2021
Q3 		$527K Sell
5,261
-1,011
-16% -$102K ﹤0.01% 2431
2021
Q2 		$631K Sell
6,272
-1,403
-18% -$141K ﹤0.01% 2275
2021
Q1 		$766K Sell
7,675
-1,373
-15% -$139K ﹤0.01% 2001
2020
Q4 		$928K Sell
9,048
-120
-1% -$12.2K ﹤0.01% 1700
2020
Q3 		$931K Sell
9,168
-204
-2% -$20.8K ﹤0.01% 1537
2020
Q2 		$950K Sell
9,372
-721
-7% -$72.4K ﹤0.01% 1454
2020
Q1 		$985K Buy
10,093
+2,839
+39% +$286K ﹤0.01% 1276
2019
Q4 		$739K Buy
7,254
+1,967
+37% +$200K ﹤0.01% 1622
2019
Q3 		$535K Buy
5,287
+1,209
+30% +$122K ﹤0.01% 1776
2019
Q2 		$411K Buy
4,078
+1,042
+34% +$104K ﹤0.01% 1944
2019
Q1 		$301K Buy
3,036
+134
+5% +$13.1K ﹤0.01% 2152
2018
Q4 		$278K Buy
2,902
+125
+5% +$12K ﹤0.01% 2072
2018
Q3 		$269K Buy
2,777
+131
+5% +$12.7K ﹤0.01% 2262
2018
Q2 		$257K Buy
2,646
+36
+1% +$3.5K ﹤0.01% 2259
2018
Q1 		$255K Buy
+2,610
New +$257K ﹤0.01% 2193

Other funds holding SYSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
TW
Traveka Wealth Los Altos, California $301M AUM 26.23% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Commonwealth Equity Services's SYSB Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares Systematic Bond ETF (SYSB) stake by 247% in Q2 2026, buying an estimated $3.16M and bringing the position to 50,167 shares worth $4.45M. The position accounts for 0.01% of the portfolio, ranked #1502.

Commonwealth Equity Services first reported a position in SYSB in Q1 2018 and has held it in 26 quarters since. 130 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Commonwealth Equity Services held 50,167 shares of iShares Systematic Bond ETF worth $4.45M as of Q2 2026.
  • Commonwealth Equity Services bought 35,694 iShares Systematic Bond ETF shares in Q2 2026, an estimated $3.16M.
  • iShares Systematic Bond ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1502 holding.
  • Commonwealth Equity Services first reported a position in iShares Systematic Bond ETF in Q1 2018 and has held it in 26 quarters since.
  • 130 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.