Concorde Asset Management
SYSB icon

Concorde Asset Management’s iShares Systematic Bond ETF SYSB Stock Holding History

Concorde Asset Management’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 		– Sell
-3,692
Closed -$329K – 172
2026
Q1 		$329K Buy
3,692
+1,100
+42% +$98.8K 0.16% 124
2025
Q4 		$233K Buy
+2,592
New +$233K 0.09% 202

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LPL Financial
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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

Concorde Asset Management's SYSB Position: Q2 2026 in Review

Concorde Asset Management sold out of iShares Systematic Bond ETF (SYSB) in Q2 2026, closing a stake of 3,692 shares — an estimated $329K sold.

Concorde Asset Management first reported a position in SYSB in Q4 2025 and held it in 2 quarters. The position peaked at $329K in Q1 2026. 287 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Concorde Asset Management reported no remaining iShares Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Concorde Asset Management sold 3,692 iShares Systematic Bond ETF shares in Q2 2026, an estimated $329K.
  • Concorde Asset Management first reported a position in iShares Systematic Bond ETF in Q4 2025 and held it in 2 quarters.
  • Concorde Asset Management's iShares Systematic Bond ETF position peaked at $329K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.