EWA
SYSB

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

EP 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 		$249K Buy
2,809
+134
+5% +$11.9K ﹤0.01% 1394
2026
Q1 		$238K Sell
2,675
-12
-0.4% -$1.08K ﹤0.01% 1303
2025
Q4 		$241K Buy
+2,687
New +$242K ﹤0.01% 1261

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

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

EP Wealth Advisors increased its iShares Systematic Bond ETF (SYSB) stake by 5% in Q2 2026, buying an estimated $11.9K and bringing the position to 2,809 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

EP Wealth Advisors first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • EP Wealth Advisors held 2,809 shares of iShares Systematic Bond ETF worth $249K as of Q2 2026.
  • EP Wealth Advisors bought 134 iShares Systematic Bond ETF shares in Q2 2026, an estimated $11.9K.
  • iShares Systematic Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1394 holding.
  • EP Wealth Advisors first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.