SWM
SYSB

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

Spire 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
Q2 		$60.5K Buy
682
+3
+0.4% +$266 ﹤0.01% 1125
2026
Q1 		$60.4K Buy
679
+3
+0.4% +$270 ﹤0.01% 1117
2025
Q4 		$60.7K Buy
676
+503
+291% +$45.3K ﹤0.01% 1125
2025
Q3 		$15.6K Buy
173
+2
+1% +$178 ﹤0.01% 1607
2025
Q2 		$15.1K Buy
171
+2
+1% +$175 ﹤0.01% 1598
2025
Q1 		$14.8K Buy
169
+2
+1% +$175 ﹤0.01% 1712
2024
Q4 		$14.5K Sell
167
-198
-54% -$17.3K ﹤0.01% 1729
2024
Q3 		$32.3K Buy
365
+5
+1% +$437 ﹤0.01% 1272
2024
Q2 		$30.9K Buy
360
+4
+1% +$342 ﹤0.01% 1278
2024
Q1 		$30.6K Buy
356
+3
+0.8% +$258 ﹤0.01% 1384
2023
Q4 		$30.4K Buy
353
+6
+2% +$501 ﹤0.01% 1376
2023
Q3 		$28.7K Buy
347
+4
+1% +$334 ﹤0.01% 1371
2023
Q2 		$28.9K Sell
343
-76
-18% -$6.42K ﹤0.01% 1433
2023
Q1 		$35.6K Buy
419
+234
+126% +$19.8K ﹤0.01% 1357
2022
Q4 		$15K Buy
185
+2
+1% +$166 ﹤0.01% 1477
2022
Q3 		$15K Sell
183
-22,016
-99% -$1.9M ﹤0.01% 1437
2022
Q2 		$1.91M Buy
22,199
+19,302
+666% +$1.69M 0.08% 216
2022
Q1 		$268K Sell
2,897
-50
-2% -$4.77K 0.01% 767
2021
Q4 		$294K Buy
2,947
+2
+0.1% +$200 0.01% 915
2021
Q3 		$295K Buy
2,945
+199
+7% +$20.1K 0.01% 762
2021
Q2 		$276K Buy
2,746
+1
+0% +$100 0.01% 807
2021
Q1 		$274K Buy
+2,745
New +$278K 0.01% 918

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

Spire Wealth Management's SYSB Position: Q2 2026 in Review

Spire Wealth Management increased its iShares Systematic Bond ETF (SYSB) stake by 0.44% in Q2 2026, buying an estimated $266 and bringing the position to 682 shares worth $60.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Spire Wealth Management first reported a position in SYSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.91M in Q2 2022. 284 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Spire Wealth Management held 682 shares of iShares Systematic Bond ETF worth $60.5K as of Q2 2026.
  • Spire Wealth Management bought 3 iShares Systematic Bond ETF shares in Q2 2026, an estimated $266.
  • iShares Systematic Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1125 holding.
  • Spire Wealth Management first reported a position in iShares Systematic Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Systematic Bond ETF position peaked at $1.91M in Q2 2022.
  • 284 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.