Mutual Advisors’s iShares Systematic Bond ETF SYSB Stock Holding History

Mutual 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	$1.3M	Sell	14,606 -6,341	-30%	-$570K	0.03%	498
2025 Q4	$1.88M	Buy	20,947 +16,244	+345%	+$1.46M	0.04%	383
2025 Q3	$426K	Buy	+4,703	New	+$419K	0.01%	922
2020 Q2	–	Sell	-3,110	Closed	-$304K	–	658
2020 Q1	$304K	Hold	3,110	–	–	0.04%	390
2019 Q4	$317K	Sell	3,110 -383	-11%	-$38.9K	0.03%	446
2019 Q3	$354K	Hold	3,493	–	–	0.05%	381
2019 Q2	$353K	Hold	3,493	–	–	0.05%	402
2019 Q1	$347K	Hold	3,493	–	–	0.05%	335
2018 Q4	$335K	Sell	3,493 -1,919	-35%	-$184K	0.07%	295
2018 Q3	$526K	Buy	5,412 +3,071	+131%	+$299K	0.08%	281
2018 Q2	$227K	Buy	+2,341	New	+$228K	0.05%	377

Other funds holding SYSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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 $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Mutual Advisors's SYSB Position: Q1 2026 in Review

Mutual Advisors reduced its iShares Systematic Bond ETF (SYSB) stake by 30% in Q1 2026, selling an estimated $570K and leaving 14,606 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #498.

Mutual Advisors first reported a position in SYSB in Q2 2018 and has held it in 11 quarters since. The position peaked at $1.88M in Q4 2025. 252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

Mutual Advisors held 14,606 shares of iShares Systematic Bond ETF worth $1.3M as of Q1 2026.
Mutual Advisors sold 6,341 iShares Systematic Bond ETF shares in Q1 2026, an estimated $570K.
iShares Systematic Bond ETF made up 0.03% of Mutual Advisors's portfolio in Q1 2026, its #498 holding.
Mutual Advisors first reported a position in iShares Systematic Bond ETF in Q2 2018 and has held it in 11 quarters since.
Mutual Advisors's iShares Systematic Bond ETF position peaked at $1.88M in Q4 2025.
252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.