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

Envestnet 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	$242M	Buy	2,731,676 +147,292	+6%	+$13.1M	0.06%	304
2026 Q1	$230M	Buy	2,584,384 +302,861	+13%	+$27.2M	0.06%	285
2025 Q4	$205M	Buy	+2,281,523	New	+$205M	0.06%	295
2020 Q4	–	Sell	-3,621	Closed	-$368K	–	3294
2020 Q3	$368K	Sell	3,621 -48	-1%	-$4.89K	﹤0.01%	2633
2020 Q2	$372K	Sell	3,669 -1,901	-34%	-$191K	﹤0.01%	2581
2020 Q1	$544K	Buy	5,570 +77	+1%	+$7.75K	﹤0.01%	2181
2019 Q4	$560K	Buy	5,493 +1,175	+27%	+$119K	﹤0.01%	2391
2019 Q3	$437K	Buy	+4,318	New	+$437K	﹤0.01%	2453

Other funds holding SYSB

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Envestnet Asset Management increased its iShares Systematic Bond ETF (SYSB) stake by 5.7% in Q2 2026, buying an estimated $13.1M and bringing the position to 2,731,676 shares worth $242M. The position accounts for 0.06% of the portfolio, ranked #304.

Envestnet Asset Management first reported a position in SYSB in Q3 2019 and has held it in 8 quarters since. 284 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

Envestnet Asset Management held 2,731,676 shares of iShares Systematic Bond ETF worth $242M as of Q2 2026.
Envestnet Asset Management bought 147,292 iShares Systematic Bond ETF shares in Q2 2026, an estimated $13.1M.
iShares Systematic Bond ETF made up 0.06% of Envestnet Asset Management's portfolio in Q2 2026, its #304 holding.
Envestnet Asset Management first reported a position in iShares Systematic Bond ETF in Q3 2019 and has held it in 8 quarters since.
284 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.