PAG
SYSB

Private Advisor Group’s iShares Systematic Bond ETF SYSB Stock Holding History

Private Advisor Group’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 		$937K Buy
10,531
+1,743
+20% +$157K ﹤0.01% 1468
2025
Q4 		$789K Buy
+8,788
New +$791K ﹤0.01% 1542
2020
Q3 		– Sell
-202
Closed -$20K – 2212
2020
Q2 		$20K Buy
+202
New +$20.3K ﹤0.01% 2583
2018
Q2 		– Sell
-8,855
Closed -$867K – 1343
2018
Q1 		$867K Buy
+8,855
New +$873K 0.03% 457

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

Private Advisor Group's SYSB Position: Q1 2026 in Review

Private Advisor Group increased its iShares Systematic Bond ETF (SYSB) stake by 20% in Q1 2026, buying an estimated $157K and bringing the position to 10,531 shares worth $937K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Private Advisor Group first reported a position in SYSB in Q1 2018 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

  • Private Advisor Group held 10,531 shares of iShares Systematic Bond ETF worth $937K as of Q1 2026.
  • Private Advisor Group bought 1,743 iShares Systematic Bond ETF shares in Q1 2026, an estimated $157K.
  • iShares Systematic Bond ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1468 holding.
  • Private Advisor Group first reported a position in iShares Systematic Bond ETF in Q1 2018 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.