Rockefeller Capital Management
SYSB

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
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
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

Rockefeller Capital Management's SYSB Position: Q1 2026 in Review

Rockefeller Capital Management reduced its iShares Systematic Bond ETF (SYSB) stake by 62% in Q1 2026, selling an estimated $4.13K and leaving 28 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #4373.

Rockefeller Capital Management first reported a position in SYSB in Q2 2021 and has held it in 5 quarters since. The position peaked at $249K in Q4 2021. 252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

  • Rockefeller Capital Management held 28 shares of iShares Systematic Bond ETF worth $2.49K as of Q1 2026.
  • Rockefeller Capital Management sold 46 iShares Systematic Bond ETF shares in Q1 2026, an estimated $4.13K.
  • iShares Systematic Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4373 holding.
  • Rockefeller Capital Management first reported a position in iShares Systematic Bond ETF in Q2 2021 and has held it in 5 quarters since.
  • Rockefeller Capital Management's iShares Systematic Bond ETF position peaked at $249K in Q4 2021.
  • 252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.