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

Golden State 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	$409K	Buy	4,608 +3,055	+197%	+$271K	0.04%	313
2026 Q1	$138K	Buy	+1,553	New	+$140K	0.02%	440
2020 Q2	–	Sell	-231	Closed	-$23K	–	486
2020 Q1	$23K	Buy	+231	New	+$23.3K	0.01%	478
2019 Q4	–	Sell	-271	Closed	-$27K	–	349
2019 Q3	$27K	Hold	271	–	–	0.01%	562
2019 Q2	$27K	Hold	271	–	–	0.01%	566
2019 Q1	$27K	Buy	+271	New	+$26.5K	0.01%	565

Other funds holding SYSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Golden State Wealth Management's SYSB Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares Systematic Bond ETF (SYSB) stake by 197% in Q2 2026, buying an estimated $271K and bringing the position to 4,608 shares worth $409K. The position accounts for 0.04% of the portfolio, ranked #313.

Golden State Wealth Management first reported a position in SYSB in Q1 2019 and has held it in 6 quarters since. 284 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

Golden State Wealth Management held 4,608 shares of iShares Systematic Bond ETF worth $409K as of Q2 2026.
Golden State Wealth Management bought 3,055 iShares Systematic Bond ETF shares in Q2 2026, an estimated $271K.
iShares Systematic Bond ETF made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #313 holding.
Golden State Wealth Management first reported a position in iShares Systematic Bond ETF in Q1 2019 and has held it in 6 quarters since.
284 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.