SWM
SYSB

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

SHP 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 		– Sell
-70
Closed -$6.28K – 1851
2025
Q4 		$6.28K Buy
+70
New +$6.3K ﹤0.01% 935

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
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 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 $6.73T AUM 46.02% 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 $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

SHP Wealth Management's SYSB Position: Q1 2026 in Review

SHP Wealth Management sold out of iShares Systematic Bond ETF (SYSB) in Q1 2026, closing a stake of 70 shares — an estimated $6.28K sold.

SHP Wealth Management first reported a position in SYSB in Q4 2025 and held it in 1 quarter. The position peaked at $6.28K in Q4 2025. 252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

  • SHP Wealth Management reported no remaining iShares Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 70 iShares Systematic Bond ETF shares in Q1 2026, an estimated $6.28K.
  • SHP Wealth Management first reported a position in iShares Systematic Bond ETF in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's iShares Systematic Bond ETF position peaked at $6.28K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.