Osaic Holdings
SYSB

Osaic Holdings’s iShares Systematic Bond ETF SYSB Stock Holding History

Osaic Holdings’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 		$2.22M Buy
24,943
+14,817
+146% +$1.33M ﹤0.01% 1982
2025
Q4 		$910K Buy
10,126
+8,385
+482% +$755K ﹤0.01% 2795
2025
Q3 		$156K Buy
1,741
+634
+57% +$56.5K ﹤0.01% 4421
2025
Q2 		$98.1K Hold
1,107
– – ﹤0.01% 4519
2025
Q1 		$97K Buy
1,107
+332
+43% +$29K ﹤0.01% 4196
2024
Q4 		$67.4K Sell
775
-592
-43% -$51.8K ﹤0.01% 4470
2024
Q3 		$121K Hold
1,367
– – ﹤0.01% 4081
2024
Q2 		$117K Sell
1,367
-300
-18% -$25.6K ﹤0.01% 4007
2024
Q1 		$143K Buy
1,667
+1
+0.1% +$86 ﹤0.01% 3962
2023
Q4 		$144K Sell
1,666
-2,003
-55% -$167K ﹤0.01% 4177
2023
Q3 		$303K Sell
3,669
-726
-17% -$60.6K ﹤0.01% 3679
2023
Q2 		$369K Sell
4,395
-2,499
-36% -$211K ﹤0.01% 3413
2023
Q1 		$586K Buy
6,894
+87
+1% +$7.35K ﹤0.01% 2951
2022
Q4 		$568K Sell
6,807
-973
-13% -$80.8K ﹤0.01% 2911
2022
Q3 		$638K Sell
7,780
-541
-7% -$46.6K ﹤0.01% 2647
2022
Q2 		$714K Sell
8,321
-277
-3% -$24.3K ﹤0.01% 2594
2022
Q1 		$2.68M Buy
8,598
+380
+5% +$36.3K 0.01% 1685
2021
Q4 		$819K Sell
8,218
-413
-5% -$41.2K ﹤0.01% 2580
2021
Q3 		$865K Sell
8,631
-5,245
-38% -$530K ﹤0.01% 2476
2021
Q2 		$1.4M Sell
13,876
-178
-1% -$17.8K ﹤0.01% 2040
2021
Q1 		$1.41M Sell
14,054
-2,268
-14% -$230K ﹤0.01% 1931
2020
Q4 		$1.68M Sell
16,322
-2,175
-12% -$221K ﹤0.01% 1593
2020
Q3 		$1.88M Sell
18,497
-2,496
-12% -$255K 0.01% 1347
2020
Q2 		$2.13M Buy
20,993
+642
+3% +$64.5K 0.01% 1226
2020
Q1 		$1.99M Buy
+20,351
New +$2.05M 0.01% 1079

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
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Osaic Holdings's SYSB Position: Q1 2026 in Review

Osaic Holdings increased its iShares Systematic Bond ETF (SYSB) stake by 146% in Q1 2026, buying an estimated $1.33M and bringing the position to 24,943 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

Osaic Holdings first reported a position in SYSB in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.68M in Q1 2022. 252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

  • Osaic Holdings held 24,943 shares of iShares Systematic Bond ETF worth $2.22M as of Q1 2026.
  • Osaic Holdings bought 14,817 iShares Systematic Bond ETF shares in Q1 2026, an estimated $1.33M.
  • iShares Systematic Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #1982 holding.
  • Osaic Holdings first reported a position in iShares Systematic Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's iShares Systematic Bond ETF position peaked at $2.68M in Q1 2022.
  • 252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.