SPIA
SYSB

Steward Partners Investment Advisory’s iShares Systematic Bond ETF SYSB Stock Holding History

Steward Partners Investment Advisory’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 		$831K Buy
9,335
+1,356
+17% +$122K ﹤0.01% 1266
2025
Q4 		$716K Buy
+7,979
New +$718K ﹤0.01% 1234
2025
Q2 		– Sell
-20
Closed -$1.75K – 4166
2025
Q1 		$1.75K Buy
+20
New +$1.75K ﹤0.01% 3671
2023
Q3 		– Sell
-18,108
Closed -$1.52M – 3404
2023
Q2 		$1.52M Sell
18,108
-678
-4% -$57.2K 0.02% 554
2023
Q1 		$1.6M Buy
18,786
+358
+2% +$30.2K 0.03% 533
2022
Q4 		$1.54M Sell
18,428
-2,850
-13% -$237K 0.03% 531
2022
Q3 		$1.74M Buy
21,278
+1,330
+7% +$115K 0.03% 474
2022
Q2 		$1.71M Buy
19,948
+127
+0.6% +$11.1K 0.03% 476
2022
Q1 		$1.84M Buy
19,821
+1,886
+11% +$180K 0.03% 501
2021
Q4 		$1.79M Buy
17,935
+457
+3% +$45.6K 0.03% 521
2021
Q3 		$1.75M Buy
17,478
+59
+0.3% +$5.96K 0.03% 487
2021
Q2 		$1.75M Sell
17,419
-1,601
-8% -$160K 0.03% 483
2021
Q1 		$1.9M Buy
19,020
+969
+5% +$98.1K 0.03% 451
2020
Q4 		$1.85M Buy
18,051
+826
+5% +$84.1K 0.04% 381
2020
Q3 		$1.75M Buy
17,225
+474
+3% +$48.3K 0.04% 349
2020
Q2 		$1.7M Buy
16,751
+2,100
+14% +$211K 0.05% 339
2020
Q1 		$1.43M Buy
14,651
+1,887
+15% +$190K 0.05% 314
2019
Q4 		$1.3M Buy
12,764
+2,400
+23% +$243K 0.04% 386
2019
Q3 		$1.05M Buy
10,364
+736
+8% +$74.4K 0.04% 396
2019
Q2 		$972K Buy
+9,628
New +$960K 0.04% 403
2018
Q4 		– Sell
-187
Closed -$18K – 1234
2018
Q3 		$18K Buy
+187
New +$18.2K ﹤0.01% 1601

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

Steward Partners Investment Advisory's SYSB Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its iShares Systematic Bond ETF (SYSB) stake by 17% in Q1 2026, buying an estimated $122K and bringing the position to 9,335 shares worth $831K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Steward Partners Investment Advisory first reported a position in SYSB in Q3 2018 and has held it in 21 quarters since. The position peaked at $1.9M in Q1 2021. 252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

  • Steward Partners Investment Advisory held 9,335 shares of iShares Systematic Bond ETF worth $831K as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,356 iShares Systematic Bond ETF shares in Q1 2026, an estimated $122K.
  • iShares Systematic Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1266 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Systematic Bond ETF in Q3 2018 and has held it in 21 quarters since.
  • Steward Partners Investment Advisory's iShares Systematic Bond ETF position peaked at $1.9M in Q1 2021.
  • 252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.