Jeff Yass’s iShares Systematic Bond ETF SYSB Stock Holding History

Jeff Yass’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
2025 Q4	–	Sell	-6,530	Closed	-$588K	–	12720
2025 Q3	$588K	Buy	+6,530	New	+$581K	﹤0.01%	8593
2023 Q3	–	Sell	-3,737	Closed	-$314K	–	12285
2023 Q2	$314K	Buy	+3,737	New	+$315K	﹤0.01%	9332
2022 Q4	–	Sell	-17,945	Closed	-$1.47M	–	12791
2022 Q3	$1.47M	Sell	17,945 -1,732	-9%	-$149K	﹤0.01%	5643
2022 Q2	$1.69M	Buy	19,677 +11,838	+151%	+$1.04M	﹤0.01%	5266
2022 Q1	$726K	Buy	7,839 +5,583	+247%	+$533K	﹤0.01%	7986
2021 Q4	$225K	Buy	+2,256	New	+$225K	﹤0.01%	11197
2020 Q4	–	Sell	-18,384	Closed	-$1.87M	–	11210
2020 Q3	$1.87M	Sell	18,384 -62,949	-77%	-$6.42M	﹤0.01%	4754
2020 Q2	$8.25M	Buy	81,333 +66,981	+467%	+$6.73M	﹤0.01%	2368
2020 Q1	$1.4M	Buy	14,352 +11,610	+423%	+$1.17M	﹤0.01%	4630
2019 Q4	$279K	Buy	+2,742	New	+$278K	﹤0.01%	8164
2019 Q2	–	Sell	-13,187	Closed	-$1.31M	–	10383
2019 Q1	$1.31M	Buy	13,187 +2,743	+26%	+$268K	﹤0.01%	4477
2018 Q4	$1M	Buy	+10,444	New	+$1M	﹤0.01%	4657
2018 Q3	–	Sell	-14,789	Closed	-$1.44M	–	9525
2018 Q2	$1.44M	Buy	+14,789	New	+$1.44M	﹤0.01%	4628

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

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

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jeff Yass's SYSB Position: Q4 2025 in Review

Jeff Yass sold out of iShares Systematic Bond ETF (SYSB) in Q4 2025, closing a stake of 6,530 shares — an estimated $588K sold.

Jeff Yass first reported a position in SYSB in Q2 2018 and held it in 13 quarters. The position peaked at $8.25M in Q2 2020. 193 funds tracked by Wall St. Rank hold SYSB as of Q4 2025.

Jeff Yass reported no remaining iShares Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
Jeff Yass sold 6,530 iShares Systematic Bond ETF shares in Q4 2025, an estimated $588K.
Jeff Yass first reported a position in iShares Systematic Bond ETF in Q2 2018 and held it in 13 quarters.
Jeff Yass's iShares Systematic Bond ETF position peaked at $8.25M in Q2 2020.
193 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q4 2025.

Based on Susquehanna International Group's 13F filing for Q4 2025, filed 17 Feb 2026.