DWM
SYSB

Diversify Wealth Management’s iShares Systematic Bond ETF SYSB Stock Holding History

Diversify Wealth 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
Q1 		$345K Buy
3,891
+954
+32% +$85.7K 0.01% 918
2025
Q4 		$265K Buy
+2,937
New +$264K 0.01% 548

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Diversify Wealth Management's SYSB Position: Q1 2026 in Review

Diversify Wealth Management increased its iShares Systematic Bond ETF (SYSB) stake by 32% in Q1 2026, buying an estimated $85.7K and bringing the position to 3,891 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #918.

Diversify Wealth Management first reported a position in SYSB in Q4 2025 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

  • Diversify Wealth Management held 3,891 shares of iShares Systematic Bond ETF worth $345K as of Q1 2026.
  • Diversify Wealth Management bought 954 iShares Systematic Bond ETF shares in Q1 2026, an estimated $85.7K.
  • iShares Systematic Bond ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #918 holding.
  • Diversify Wealth Management first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.