GWP
SYSB

Gen-Wealth Partners’s iShares Systematic Bond ETF SYSB Stock Holding History

Gen-Wealth Partners’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 		$333K Sell
3,748
-165
-4% -$14.6K 0.09% 186
2026
Q1 		$348K Sell
3,913
-487
-11% -$43.8K 0.11% 175
2025
Q4 		$395K Buy
+4,400
New +$396K 0.13% 169

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

Gen-Wealth Partners's SYSB Position: Q2 2026 in Review

Gen-Wealth Partners reduced its iShares Systematic Bond ETF (SYSB) stake by 4.2% in Q2 2026, selling an estimated $14.6K and leaving 3,748 shares worth $333K. The position accounts for 0.09% of the portfolio, ranked #186.

Gen-Wealth Partners first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $395K in Q4 2025. 285 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Gen-Wealth Partners held 3,748 shares of iShares Systematic Bond ETF worth $333K as of Q2 2026.
  • Gen-Wealth Partners sold 165 iShares Systematic Bond ETF shares in Q2 2026, an estimated $14.6K.
  • iShares Systematic Bond ETF made up 0.09% of Gen-Wealth Partners's portfolio in Q2 2026, its #186 holding.
  • Gen-Wealth Partners first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Gen-Wealth Partners's iShares Systematic Bond ETF position peaked at $395K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.