Envestnet Portfolio Solutions
SYSB

Envestnet Portfolio Solutions’s iShares Systematic Bond ETF SYSB Stock Holding History

Envestnet Portfolio Solutions’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 		$22.5M Buy
253,060
+14,864
+6% +$1.32M 0.11% 118
2026
Q1 		$21.2M Sell
238,196
-7,651
-3% -$687K 0.12% 108
2025
Q4 		$22.1M Buy
+245,847
New +$22.1M 0.08% 130

Other funds holding SYSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Portfolio Solutions's SYSB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares Systematic Bond ETF (SYSB) stake by 6.2% in Q2 2026, buying an estimated $1.32M and bringing the position to 253,060 shares worth $22.5M. The position accounts for 0.11% of the portfolio, ranked #118.

Envestnet Portfolio Solutions first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. 284 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Envestnet Portfolio Solutions held 253,060 shares of iShares Systematic Bond ETF worth $22.5M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 14,864 iShares Systematic Bond ETF shares in Q2 2026, an estimated $1.32M.
  • iShares Systematic Bond ETF made up 0.11% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #118 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 284 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.