P
SYSB

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

&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
2026
Q2 		$2.03M Buy
23,191
+7,339
+46% +$651K 0.01% 1021
2026
Q1 		$1.41M Buy
15,852
+2,940
+23% +$264K 0.01% 1104
2025
Q4 		$1.17M Buy
+12,912
New +$1.16M 0.01% 1134

Other funds holding SYSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

&Partners's SYSB Position: Q2 2026 in Review

&Partners increased its iShares Systematic Bond ETF (SYSB) stake by 46% in Q2 2026, buying an estimated $651K and bringing the position to 23,191 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #1021.

&Partners first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. 284 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • &Partners held 23,191 shares of iShares Systematic Bond ETF worth $2.03M as of Q2 2026.
  • &Partners bought 7,339 iShares Systematic Bond ETF shares in Q2 2026, an estimated $651K.
  • iShares Systematic Bond ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1021 holding.
  • &Partners first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 284 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.