Rockefeller Capital Management’s iShares Systematic Bond ETF SYSB Stock Holding History

Rockefeller Capital 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 Q2	$32.7K	Buy	369 +341	+1,218%	+$30.2K	﹤0.01%	3550
2026 Q1	$2.49K	Sell	28 -46	-62%	-$4.13K	﹤0.01%	4373
2025 Q4	$6.64K	Buy	+74	New	+$6.66K	﹤0.01%	3973
2022 Q1	–	Sell	-2,501	Closed	-$249K	–	3925
2021 Q4	$249K	Buy	2,501 +12	+0.5%	+$1.2K	﹤0.01%	1565
2021 Q3	$249K	Buy	2,489 +12	+0.5%	+$1.21K	﹤0.01%	1512
2021 Q2	$249K	Buy	+2,477	New	+$248K	﹤0.01%	1428

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

Rockefeller Capital Management's SYSB Position: Q2 2026 in Review

Rockefeller Capital Management increased its iShares Systematic Bond ETF (SYSB) stake by 1,218% in Q2 2026, buying an estimated $30.2K and bringing the position to 369 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3550.

Rockefeller Capital Management first reported a position in SYSB in Q2 2021 and has held it in 6 quarters since. The position peaked at $249K in Q4 2021. 285 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

Rockefeller Capital Management held 369 shares of iShares Systematic Bond ETF worth $32.7K as of Q2 2026.
Rockefeller Capital Management bought 341 iShares Systematic Bond ETF shares in Q2 2026, an estimated $30.2K.
iShares Systematic Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3550 holding.
Rockefeller Capital Management first reported a position in iShares Systematic Bond ETF in Q2 2021 and has held it in 6 quarters since.
Rockefeller Capital Management's iShares Systematic Bond ETF position peaked at $249K in Q4 2021.
285 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.