SHJ
SYSB

Sharkey, Howes & Javer’s iShares Systematic Bond ETF SYSB Stock Holding History

Sharkey, Howes & Javer’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 		$3.13M Buy
35,252
+6,950
+25% +$616K 0.38% 41
2026
Q1 		$2.52M Sell
28,302
-2,772
-9% -$249K 0.34% 49
2025
Q4 		$2.79M Buy
+31,074
New +$2.8M 0.35% 45

Other funds holding SYSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sharkey, Howes & Javer's SYSB Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its iShares Systematic Bond ETF (SYSB) stake by 25% in Q2 2026, buying an estimated $616K and bringing the position to 35,252 shares worth $3.13M. The position accounts for 0.38% of the portfolio, ranked #41.

Sharkey, Howes & Javer first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. 284 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Sharkey, Howes & Javer held 35,252 shares of iShares Systematic Bond ETF worth $3.13M as of Q2 2026.
  • Sharkey, Howes & Javer bought 6,950 iShares Systematic Bond ETF shares in Q2 2026, an estimated $616K.
  • iShares Systematic Bond ETF made up 0.38% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #41 holding.
  • Sharkey, Howes & Javer first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 284 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.