GRP
SYSB

Global Retirement Partners’s iShares Systematic Bond ETF SYSB Stock Holding History

Global Retirement 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 		$2.48M Buy
+27,946
New +$2.48M 0.04% 419
2025
Q4 		$990K Buy
+11,026
New +$993K 0.02% 674

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

Global Retirement Partners's SYSB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Systematic Bond ETF (SYSB) in Q2 2026: 27,946 shares worth $2.48M. The stake represents 0.04% of the portfolio and ranks #419 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SYSB as recently as Q4 2025.

Global Retirement Partners first reported a position in SYSB in Q4 2025 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Global Retirement Partners held 27,946 shares of iShares Systematic Bond ETF worth $2.48M as of Q2 2026.
  • iShares Systematic Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Systematic Bond ETF made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #419 holding.
  • Global Retirement Partners first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.