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

NewEdge 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	$11.7M	Buy	131,823 +18,026	+16%	+$1.6M	0.03%	456
2026 Q1	$10.1M	Buy	113,797 +11,686	+11%	+$1.05M	0.04%	454
2025 Q4	$9.17M	Buy	+102,111	New	+$9.19M	0.03%	462
2020 Q2	–	Sell	-3,598	Closed	-$351K	–	891
2020 Q1	$351K	Sell	3,598 -7,795	-68%	-$785K	0.02%	558
2019 Q4	$1.16M	Buy	11,393 +4,680	+70%	+$475K	0.05%	333
2019 Q3	$681K	Buy	+6,713	New	+$679K	0.03%	415

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

NewEdge Advisors's SYSB Position: Q2 2026 in Review

NewEdge Advisors increased its iShares Systematic Bond ETF (SYSB) stake by 16% in Q2 2026, buying an estimated $1.6M and bringing the position to 131,823 shares worth $11.7M. The position accounts for 0.03% of the portfolio, ranked #456.

NewEdge Advisors first reported a position in SYSB in Q3 2019 and has held it in 6 quarters since. 285 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

NewEdge Advisors held 131,823 shares of iShares Systematic Bond ETF worth $11.7M as of Q2 2026.
NewEdge Advisors bought 18,026 iShares Systematic Bond ETF shares in Q2 2026, an estimated $1.6M.
iShares Systematic Bond ETF made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #456 holding.
NewEdge Advisors first reported a position in iShares Systematic Bond ETF in Q3 2019 and has held it in 6 quarters since.
285 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.