GSEP
SYSB

Golden State Equity Partners’s iShares Systematic Bond ETF SYSB Stock Holding History

Golden State Equity 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 		– Sell
-19,854
Closed -$1.77M – 823
2026
Q1 		$1.77M Buy
+19,854
New +$1.78M 0.13% 183

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

Golden State Equity Partners's SYSB Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Systematic Bond ETF (SYSB) in Q2 2026, closing a stake of 19,854 shares — an estimated $1.77M sold.

Golden State Equity Partners first reported a position in SYSB in Q1 2026 and held it in 1 quarter. The position peaked at $1.77M in Q1 2026. 285 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 19,854 iShares Systematic Bond ETF shares in Q2 2026, an estimated $1.77M.
  • Golden State Equity Partners first reported a position in iShares Systematic Bond ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's iShares Systematic Bond ETF position peaked at $1.77M in Q1 2026.
  • 285 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.