Raymond James Financial’s iShares Systematic Bond ETF SYSB Stock Holding History

Raymond James Financial’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	$12M	Sell	135,511 -59,889	-31%	-$5.31M	﹤0.01%	1998
2026 Q1	$17.4M	Buy	195,400 +137,131	+235%	+$12.3M	0.01%	1576
2025 Q4	$5.23M	Buy	+58,269	New	+$5.25M	﹤0.01%	2480
2025 Q3	–	Sell	-5,453	Closed	-$483K	–	5574
2025 Q2	$483K	Hold	5,453	–	–	﹤0.01%	4029
2025 Q1	$478K	Hold	5,453	–	–	﹤0.01%	3961
2024 Q4	$474K	Buy	+5,453	New	+$477K	﹤0.01%	3944

Other funds holding SYSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Raymond James Financial's SYSB Position: Q2 2026 in Review

Raymond James Financial reduced its iShares Systematic Bond ETF (SYSB) stake by 31% in Q2 2026, selling an estimated $5.31M and leaving 135,511 shares worth $12M. The position accounts for ﹤0.01% of the portfolio, ranked #1998.

Raymond James Financial first reported a position in SYSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.4M in Q1 2026. 285 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

Raymond James Financial held 135,511 shares of iShares Systematic Bond ETF worth $12M as of Q2 2026.
Raymond James Financial sold 59,889 iShares Systematic Bond ETF shares in Q2 2026, an estimated $5.31M.
iShares Systematic Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1998 holding.
Raymond James Financial first reported a position in iShares Systematic Bond ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's iShares Systematic Bond ETF position peaked at $17.4M in Q1 2026.
285 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.