Kestra Advisory Services’s iShares Systematic Bond ETF SYSB Stock Holding History

Kestra Advisory Services’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	$838K	Buy	9,446 +611	+7%	+$54.2K	﹤0.01%	1964
2026 Q1	$786K	Buy	8,835 +3,761	+74%	+$338K	﹤0.01%	1898
2025 Q4	$455K	Buy	+5,074	New	+$457K	﹤0.01%	2230
2021 Q4	–	Sell	-6,661	Closed	-$668K	–	2078
2021 Q3	$668K	Sell	6,661 -281	-4%	-$28.4K	0.01%	1238
2021 Q2	$699K	Buy	6,942 +23	+0.3%	+$2.31K	0.01%	1112
2021 Q1	$691K	Sell	6,919 -1,037	-13%	-$105K	0.01%	1037
2020 Q4	$815K	Buy	7,956 +7,834	+6,421%	+$798K	0.01%	960
2020 Q3	$839K	Buy	+122	New	+$12.4K	0.02%	679

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

Kestra Advisory Services's SYSB Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares Systematic Bond ETF (SYSB) stake by 6.9% in Q2 2026, buying an estimated $54.2K and bringing the position to 9,446 shares worth $838K. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

Kestra Advisory Services first reported a position in SYSB in Q3 2020 and has held it in 8 quarters since. The position peaked at $839K in Q3 2020. 284 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

Kestra Advisory Services held 9,446 shares of iShares Systematic Bond ETF worth $838K as of Q2 2026.
Kestra Advisory Services bought 611 iShares Systematic Bond ETF shares in Q2 2026, an estimated $54.2K.
iShares Systematic Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1964 holding.
Kestra Advisory Services first reported a position in iShares Systematic Bond ETF in Q3 2020 and has held it in 8 quarters since.
Kestra Advisory Services's iShares Systematic Bond ETF position peaked at $839K in Q3 2020.
284 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.