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 Q2	$1.82M	Buy	20,519 +5,913	+40%	+$524K	0.03%	443
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 $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

Mutual Advisors's SYSB Position: Q2 2026 in Review

Mutual Advisors increased its iShares Systematic Bond ETF (SYSB) stake by 40% in Q2 2026, buying an estimated $524K and bringing the position to 20,519 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #443.

Mutual Advisors first reported a position in SYSB in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.88M in Q4 2025. 285 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

Mutual Advisors held 20,519 shares of iShares Systematic Bond ETF worth $1.82M as of Q2 2026.
Mutual Advisors bought 5,913 iShares Systematic Bond ETF shares in Q2 2026, an estimated $524K.
iShares Systematic Bond ETF made up 0.03% of Mutual Advisors's portfolio in Q2 2026, its #443 holding.
Mutual Advisors first reported a position in iShares Systematic Bond ETF in Q2 2018 and has held it in 12 quarters since.
Mutual Advisors's iShares Systematic Bond ETF position peaked at $1.88M in Q4 2025.
285 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.