Mount Yale Investment Advisors’s iShares Systematic Bond ETF SYSB Stock Holding History

Mount Yale Investment Advisors’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	$529K	Buy	+5,947	New	+$534K	0.01%	699

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

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Mount Yale Investment Advisors's SYSB Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares Systematic Bond ETF (SYSB) in Q1 2026: 5,947 shares worth $529K. The stake represents 0.01% of the portfolio and ranks #699 among its holdings.

252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

Mount Yale Investment Advisors held 5,947 shares of iShares Systematic Bond ETF worth $529K as of Q1 2026.
iShares Systematic Bond ETF was a new Mount Yale Investment Advisors position in Q1 2026.
iShares Systematic Bond ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #699 holding.
252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.