Gen-Wealth Partners
SYSB icon

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
Q3 		$302K Sell
3,579
-169
-5% -$14.7K 0.08% 162
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Gen-Wealth Partners's SYSB Position: Q3 2026 in Review

Gen-Wealth Partners reduced its iShares Systematic Bond ETF (SYSB) stake by 4.5% in Q3 2026, selling an estimated $14.7K and leaving 3,579 shares worth $302K. The position accounts for 0.08% of the portfolio, ranked #162.

Gen-Wealth Partners first reported a position in SYSB in Q4 2025 and has held it in 4 quarters since. The position peaked at $395K in Q4 2025. 263 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • Gen-Wealth Partners held 3,579 shares of iShares Systematic Bond ETF worth $302K as of Q3 2026.
  • Gen-Wealth Partners sold 169 iShares Systematic Bond ETF shares in Q3 2026, an estimated $14.7K.
  • iShares Systematic Bond ETF made up 0.08% of Gen-Wealth Partners's portfolio in Q3 2026, its #162 holding.
  • Gen-Wealth Partners first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Gen-Wealth Partners's iShares Systematic Bond ETF position peaked at $395K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.