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
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 $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 $18.1B AUM 15% 1-Year Est. Return

Gen-Wealth Partners's SYSB Position: Q1 2026 in Review

Gen-Wealth Partners reduced its iShares Systematic Bond ETF (SYSB) stake by 11% in Q1 2026, selling an estimated $43.8K and leaving 3,913 shares worth $348K. The position accounts for 0.11% of the portfolio, ranked #175.

Gen-Wealth Partners first reported a position in SYSB in Q4 2025 and has held it in 2 quarters since. The position peaked at $395K in Q4 2025. 252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

  • Gen-Wealth Partners held 3,913 shares of iShares Systematic Bond ETF worth $348K as of Q1 2026.
  • Gen-Wealth Partners sold 487 iShares Systematic Bond ETF shares in Q1 2026, an estimated $43.8K.
  • iShares Systematic Bond ETF made up 0.11% of Gen-Wealth Partners's portfolio in Q1 2026, its #175 holding.
  • Gen-Wealth Partners first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Gen-Wealth Partners's iShares Systematic Bond ETF position peaked at $395K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.