Envestnet Asset Management
SYSB

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
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
LPL Financial San Diego, California $376B 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 $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return