Davis Wealth Advisors’s iShares Systematic Bond ETF SYSB Stock Holding History

Davis Wealth Advisors’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	$239K	Buy	+2,693	New	+$239K	0.18%	68

Other funds holding SYSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Davis Wealth Advisors's SYSB Position: Q2 2026 in Review

Davis Wealth Advisors opened a new position in iShares Systematic Bond ETF (SYSB) in Q2 2026: 2,693 shares worth $239K. The stake represents 0.18% of the portfolio and ranks #68 among its holdings.

284 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

Davis Wealth Advisors held 2,693 shares of iShares Systematic Bond ETF worth $239K as of Q2 2026.
iShares Systematic Bond ETF was a new Davis Wealth Advisors position in Q2 2026.
iShares Systematic Bond ETF made up 0.18% of Davis Wealth Advisors's portfolio in Q2 2026, its #68 holding.
284 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.