EWA
SYSB

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

EverSource 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 		$10.3K Sell
116
-79
-41% -$7.1K ﹤0.01% 2897
2025
Q4 		$17.5K Buy
+195
New +$17.6K ﹤0.01% 2472

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

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

EverSource Wealth Advisors reduced its iShares Systematic Bond ETF (SYSB) stake by 41% in Q1 2026, selling an estimated $7.1K and leaving 116 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2897.

EverSource Wealth Advisors first reported a position in SYSB in Q4 2025 and has held it in 2 quarters since. The position peaked at $17.5K in Q4 2025. 252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

  • EverSource Wealth Advisors held 116 shares of iShares Systematic Bond ETF worth $10.3K as of Q1 2026.
  • EverSource Wealth Advisors sold 79 iShares Systematic Bond ETF shares in Q1 2026, an estimated $7.1K.
  • iShares Systematic Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2897 holding.
  • EverSource Wealth Advisors first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • EverSource Wealth Advisors's iShares Systematic Bond ETF position peaked at $17.5K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

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