QWM
SYSB

Quadcap Wealth Management’s iShares Systematic Bond ETF SYSB Stock Holding History

Quadcap Wealth Management’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 		$267K Sell
2,996
-2
-0.1% -$180 0.03% 326
2025
Q4 		$269K Sell
2,998
-140
-4% -$12.6K 0.03% 332
2025
Q3 		$283K Sell
3,138
-299
-9% -$26.6K 0.03% 330
2025
Q2 		$305K Hold
3,437
– – 0.04% 314
2025
Q1 		$301K Sell
3,437
-200
-5% -$17.5K 0.04% 304
2024
Q4 		$316K Hold
3,637
– – 0.05% 300
2024
Q3 		$322K Hold
3,637
– – 0.05% 300
2024
Q2 		$312K Hold
3,637
– – 0.06% 301
2024
Q1 		$313K Hold
3,637
– – 0.07% 266
2023
Q4 		$314K Buy
+3,637
New +$304K 0.08% 265

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 $376B 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 $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $18.1B AUM 15% 1-Year Est. Return