KAS
SYSB

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
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

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LPL Financial
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ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return