Morgan Stanley
SYSB

Morgan Stanley’s iShares Systematic Bond ETF SYSB Stock Holding History

Morgan Stanley’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 		$30.5M Buy
344,129
+50,865
+17% +$4.51M ﹤0.01% 2707
2026
Q1 		$26.1M Buy
293,264
+49,647
+20% +$4.46M ﹤0.01% 2690
2025
Q4 		$21.9M Buy
243,617
+243,616
+24,361,600% +$21.9M ﹤0.01% 2859
2025
Q3 		$114 Buy
+1
New +$89 ﹤0.01% 7666
2025
Q2 		– Sell
-1
Closed -$110 – 8161
2025
Q1 		$110 Buy
+1
New +$87 ﹤0.01% 7555
2024
Q3 		– Sell
-5
Closed -$429 – 7959
2024
Q2 		$429 Hold
5
– – ﹤0.01% 7244
2024
Q1 		$430 Hold
5
– – ﹤0.01% 7251
2023
Q4 		$431 Hold
5
– – ﹤0.01% 7223
2023
Q3 		$413 Sell
5
-89
-95% -$7.43K ﹤0.01% 7326
2023
Q2 		$7.91K Hold
94
– – ﹤0.01% 6888
2023
Q1 		$8K Hold
94
– – ﹤0.01% 6945
2022
Q4 		$7.84K Hold
94
– – ﹤0.01% 7023
2022
Q3 		$8K Sell
94
-24
-20% -$2.07K ﹤0.01% 7142
2022
Q2 		$10K Sell
118
-2,715
-96% -$238K ﹤0.01% 7202
2022
Q1 		$263K Sell
2,833
-839
-23% -$80.1K ﹤0.01% 5776
2021
Q4 		$366K Sell
3,672
-2
-0.1% -$200 ﹤0.01% 5730
2021
Q3 		$368K Buy
3,674
+3,483
+1,824% +$352K ﹤0.01% 5675
2021
Q2 		$19K Buy
+191
New +$19.1K ﹤0.01% 7022
2021
Q1 		– Sell
-200
Closed -$21K – 7505
2020
Q4 		$21K Buy
+200
New +$20.4K ﹤0.01% 6418
2018
Q3 		– Sell
-113
Closed -$11K – 6734
2018
Q2 		$11K Buy
+113
New +$11K ﹤0.01% 6282

Other funds holding SYSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley's SYSB Position: Q2 2026 in Review

Morgan Stanley increased its iShares Systematic Bond ETF (SYSB) stake by 17% in Q2 2026, buying an estimated $4.51M and bringing the position to 344,129 shares worth $30.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2707.

Morgan Stanley first reported a position in SYSB in Q2 2018 and has held it in 20 quarters since. 284 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Morgan Stanley held 344,129 shares of iShares Systematic Bond ETF worth $30.5M as of Q2 2026.
  • Morgan Stanley bought 50,865 iShares Systematic Bond ETF shares in Q2 2026, an estimated $4.51M.
  • iShares Systematic Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2707 holding.
  • Morgan Stanley first reported a position in iShares Systematic Bond ETF in Q2 2018 and has held it in 20 quarters since.
  • 284 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.