MA Private Wealth’s iShares Systematic Bond ETF SYSB Stock Holding History

MA Private Wealth’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	$1.83M	Buy	20,604 +7,347	+55%	+$651K	0.27%	45
2026 Q1	$1.18M	Buy	+13,257	New	+$1.19M	0.2%	47

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

MA Private Wealth's SYSB Position: Q2 2026 in Review

MA Private Wealth increased its iShares Systematic Bond ETF (SYSB) stake by 55% in Q2 2026, buying an estimated $651K and bringing the position to 20,604 shares worth $1.83M. The position accounts for 0.27% of the portfolio, ranked #45.

MA Private Wealth first reported a position in SYSB in Q1 2026 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

MA Private Wealth held 20,604 shares of iShares Systematic Bond ETF worth $1.83M as of Q2 2026.
MA Private Wealth bought 7,347 iShares Systematic Bond ETF shares in Q2 2026, an estimated $651K.
iShares Systematic Bond ETF made up 0.27% of MA Private Wealth's portfolio in Q2 2026, its #45 holding.
MA Private Wealth first reported a position in iShares Systematic Bond ETF in Q1 2026 and has held it in 2 quarters since.
285 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.