OP
SYSB

ORG Partners’s iShares Systematic Bond ETF SYSB Stock Holding History

ORG Partners’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
2025
Q4 		$11.8K Buy
+132
New +$11.9K ﹤0.01% 944

Other funds holding SYSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ORG Partners's SYSB Position: Q4 2025 in Review

ORG Partners opened a new position in iShares Systematic Bond ETF (SYSB) in Q4 2025: 132 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings.

194 funds tracked by Wall St. Rank hold SYSB as of Q4 2025.

  • ORG Partners held 132 shares of iShares Systematic Bond ETF worth $11.8K as of Q4 2025.
  • iShares Systematic Bond ETF was a new ORG Partners position in Q4 2025.
  • iShares Systematic Bond ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #944 holding.
  • 194 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.