Private Trust Company’s iShares Systematic Bond ETF SYSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$153K Buy
1,726
+80
+5% +$7.09K 0.01% 918
2026
Q1
$146K Hold
1,646
– – 0.01% 889
2025
Q4
$148K Buy
+1,646
New +$148K 0.01% 867

Other funds holding SYSB

Private Trust Company's SYSB Position: Q2 2026 in Review

Private Trust Company increased its iShares Systematic Bond ETF (SYSB) stake by 4.9% in Q2 2026, buying an estimated $7.09K and bringing the position to 1,726 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #918.

Private Trust Company first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Private Trust Company held 1,726 shares of iShares Systematic Bond ETF worth $153K as of Q2 2026.
  • Private Trust Company bought 80 iShares Systematic Bond ETF shares in Q2 2026, an estimated $7.09K.
  • iShares Systematic Bond ETF made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #918 holding.
  • Private Trust Company first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.