GWM
SYSB

Geneos Wealth Management’s iShares Systematic Bond ETF SYSB Stock Holding History

Geneos Wealth 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 		$7.41M Sell
83,514
-1,081
-1% -$95.8K 0.15% 155
2026
Q1 		$7.53M Buy
+84,595
New +$7.6M 0.17% 139
2022
Q1 		– Sell
-13,563
Closed -$1.35M – 2823
2021
Q4 		$1.35M Sell
13,563
-12
-0.1% -$1.2K 0.05% 320
2021
Q3 		$1.36M Sell
13,575
-791
-6% -$79.9K 0.05% 312
2021
Q2 		$1.45M Sell
14,366
-71
-0.5% -$7.12K 0.06% 286
2021
Q1 		$1.45M Sell
14,437
-25
-0.2% -$2.53K 0.04% 335
2020
Q4 		$1.44M Sell
14,462
-204
-1% -$20.8K 0.06% 281
2020
Q3 		$1.49M Sell
14,666
-120
-0.8% -$12.2K 0.08% 244
2020
Q2 		$1.5M Sell
14,786
-50
-0.3% -$5.02K 0.08% 226
2020
Q1 		$1.43M Buy
14,836
+1,504
+11% +$151K 0.1% 211
2019
Q4 		$1.36M Buy
13,332
+53
+0.4% +$5.38K 0.07% 257
2019
Q3 		$1.34M Buy
13,279
+890
+7% +$90K 0.08% 233
2019
Q2 		$1.25M Buy
12,389
+1,156
+10% +$115K 0.08% 236
2019
Q1 		$1.12M Buy
11,233
+1,560
+16% +$152K 0.07% 255
2018
Q4 		$922K Buy
9,673
+3,277
+51% +$314K 0.07% 260
2018
Q3 		$621K Buy
6,396
+2,746
+75% +$267K 0.04% 340
2018
Q2 		$354K Buy
+3,650
New +$355K 0.03% 395

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

Geneos Wealth Management's SYSB Position: Q2 2026 in Review

Geneos Wealth Management reduced its iShares Systematic Bond ETF (SYSB) stake by 1.3% in Q2 2026, selling an estimated $95.8K and leaving 83,514 shares worth $7.41M. The position accounts for 0.15% of the portfolio, ranked #155.

Geneos Wealth Management first reported a position in SYSB in Q2 2018 and has held it in 17 quarters since. The position peaked at $7.53M in Q1 2026. 284 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Geneos Wealth Management held 83,514 shares of iShares Systematic Bond ETF worth $7.41M as of Q2 2026.
  • Geneos Wealth Management sold 1,081 iShares Systematic Bond ETF shares in Q2 2026, an estimated $95.8K.
  • iShares Systematic Bond ETF made up 0.15% of Geneos Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Geneos Wealth Management first reported a position in iShares Systematic Bond ETF in Q2 2018 and has held it in 17 quarters since.
  • Geneos Wealth Management's iShares Systematic Bond ETF position peaked at $7.53M in Q1 2026.
  • 284 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.