ECM
SYSB

Ethos Capital Management’s iShares Systematic Bond ETF SYSB Stock Holding History

Ethos Capital 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 		$1.05M Sell
11,857
-5,355
-31% -$475K 0.75% 34
2026
Q1 		$1.53M Sell
17,212
-2,695
-14% -$242K 1.31% 28
2025
Q4 		$1.79M Buy
+19,907
New +$1.79M 1.68% 14

Other funds holding SYSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ethos Capital Management's SYSB Position: Q2 2026 in Review

Ethos Capital Management reduced its iShares Systematic Bond ETF (SYSB) stake by 31% in Q2 2026, selling an estimated $475K and leaving 11,857 shares worth $1.05M. The position accounts for 0.75% of the portfolio, ranked #34.

Ethos Capital Management first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.79M in Q4 2025. 164 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Ethos Capital Management held 11,857 shares of iShares Systematic Bond ETF worth $1.05M as of Q2 2026.
  • Ethos Capital Management sold 5,355 iShares Systematic Bond ETF shares in Q2 2026, an estimated $475K.
  • iShares Systematic Bond ETF made up 0.75% of Ethos Capital Management's portfolio in Q2 2026, its #34 holding.
  • Ethos Capital Management first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Ethos Capital Management's iShares Systematic Bond ETF position peaked at $1.79M in Q4 2025.
  • 164 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.