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
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 $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

EP Wealth Advisors's SYSB Position: Q1 2026 in Review

EP Wealth Advisors reduced its iShares Systematic Bond ETF (SYSB) stake by 0.45% in Q1 2026, selling an estimated $1.08K and leaving 2,675 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

EP Wealth Advisors first reported a position in SYSB in Q4 2025 and has held it in 2 quarters since. The position peaked at $241K in Q4 2025. 252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

  • EP Wealth Advisors held 2,675 shares of iShares Systematic Bond ETF worth $238K as of Q1 2026.
  • EP Wealth Advisors sold 12 iShares Systematic Bond ETF shares in Q1 2026, an estimated $1.08K.
  • iShares Systematic Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1303 holding.
  • EP Wealth Advisors first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's iShares Systematic Bond ETF position peaked at $241K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.