LPL Financial’s iShares Systematic Bond ETF SYSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $92.1M | Buy |
1,034,567
+146,792
| +17% | +$13.2M | 0.02% | 624 |
|
|
2025
Q4 | $79.7M | Buy |
887,775
+881,173
| +13,347% | +$79.3M | 0.02% | 651 |
|
|
2025
Q3 | $594K | Sell |
6,602
-274
| -4% | -$24.4K | ﹤0.01% | 4482 |
|
|
2025
Q2 | $609K | Buy |
6,876
+2,136
| +45% | +$187K | ﹤0.01% | 4214 |
|
|
2025
Q1 | $415K | Sell |
4,740
-80
| -2% | -$6.99K | ﹤0.01% | 4333 |
|
|
2024
Q4 | $419K | Buy |
4,820
+264
| +6% | +$23.1K | ﹤0.01% | 4245 |
|
|
2024
Q3 | $404K | Buy |
4,556
+1,210
| +36% | +$106K | ﹤0.01% | 4192 |
|
|
2024
Q2 | $287K | Buy |
3,346
+161
| +5% | +$13.7K | ﹤0.01% | 4302 |
|
|
2024
Q1 | $274K | Sell |
3,185
-977
| -23% | -$83.9K | ﹤0.01% | 4270 |
|
|
2023
Q4 | $359K | Sell |
4,162
-2,525
| -38% | -$211K | ﹤0.01% | 3943 |
|
|
2023
Q3 | $552K | Sell |
6,687
-387
| -5% | -$32.3K | ﹤0.01% | 3401 |
|
|
2023
Q2 | $595K | Sell |
7,074
-913
| -11% | -$77.1K | ﹤0.01% | 3289 |
|
|
2023
Q1 | $680K | Sell |
7,987
-978
| -11% | -$82.6K | ﹤0.01% | 3085 |
|
|
2022
Q4 | $748K | Sell |
8,965
-80
| -0.9% | -$6.64K | ﹤0.01% | 2883 |
|
|
2022
Q3 | $741K | Sell |
9,045
-380
| -4% | -$32.7K | ﹤0.01% | 2781 |
|
|
2022
Q2 | $809K | Sell |
9,425
-2,193
| -19% | -$192K | ﹤0.01% | 2766 |
|
|
2022
Q1 | $1.08M | Sell |
11,618
-5,590
| -32% | -$534K | ﹤0.01% | 2551 |
|
|
2021
Q4 | $1.72M | Buy |
17,208
+7,270
| +73% | +$725K | ﹤0.01% | 2207 |
|
|
2021
Q3 | $997K | Buy |
9,938
+66
| +0.7% | +$6.67K | ﹤0.01% | 2616 |
|
|
2021
Q2 | $993K | Buy |
9,872
+497
| +5% | +$49.8K | ﹤0.01% | 2572 |
|
|
2021
Q1 | $936K | Sell |
9,375
-1,713
| -15% | -$173K | ﹤0.01% | 2446 |
|
|
2020
Q4 | $1.14M | Sell |
11,088
-1,130
| -9% | -$115K | ﹤0.01% | 2081 |
|
|
2020
Q3 | $1.24M | Sell |
12,218
-1,882
| -13% | -$192K | ﹤0.01% | 1767 |
|
|
2020
Q2 | $1.43M | Sell |
14,100
-23,690
| -63% | -$2.38M | ﹤0.01% | 1570 |
|
|
2020
Q1 | $3.69M | Sell |
37,790
-4,126
| -10% | -$415K | 0.01% | 877 |
|
|
2019
Q4 | $4.27M | Sell |
41,916
-619
| -1% | -$62.8K | 0.01% | 907 |
|
|
2019
Q3 | $4.31M | Sell |
42,535
-2,640
| -6% | -$267K | 0.01% | 855 |
|
|
2019
Q2 | $4.56M | Buy |
45,175
+20,384
| +82% | +$2.03M | 0.01% | 827 |
|
|
2019
Q1 | $2.46M | Sell |
24,791
-940
| -4% | -$91.8K | 0.01% | 1083 |
|
|
2018
Q4 | $2.46M | Sell |
25,731
-348
| -1% | -$33.3K | 0.01% | 970 |
|
|
2018
Q3 | $2.53M | Buy |
26,079
+9,922
| +61% | +$965K | 0.01% | 1027 |
|
|
2018
Q2 | $1.57M | Sell |
16,157
-3,737
| -19% | -$363K | ﹤0.01% | 1296 |
|
|
2018
Q1 | $1.95M | Buy |
+19,894
| New | +$1.96M | 0.01% | 1128 |
|
Other funds holding SYSB
ABWM
LPL Financial's SYSB Position: Q1 2026 in Review
LPL Financial increased its iShares Systematic Bond ETF (SYSB) stake by 17% in Q1 2026, buying an estimated $13.2M and bringing the position to 1,034,567 shares worth $92.1M. The position accounts for 0.02% of the portfolio, ranked #624.
LPL Financial first reported a position in SYSB in Q1 2018 and has held it in 33 quarters since. 252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.
- LPL Financial held 1,034,567 shares of iShares Systematic Bond ETF worth $92.1M as of Q1 2026.
- LPL Financial bought 146,792 iShares Systematic Bond ETF shares in Q1 2026, an estimated $13.2M.
- iShares Systematic Bond ETF made up 0.02% of LPL Financial's portfolio in Q1 2026, its #624 holding.
- LPL Financial first reported a position in iShares Systematic Bond ETF in Q1 2018 and has held it in 33 quarters since.
- 252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.