SWP
SYSB

Strategic Wealth Partners’s iShares Systematic Bond ETF SYSB Stock Holding History

Strategic Wealth Partners’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 		$21.6K Hold
244
– – ﹤0.01% 725
2026
Q1 		$21.7K Hold
244
– – ﹤0.01% 690
2025
Q4 		$21.9K Hold
244
– – ﹤0.01% 681
2025
Q3 		$22K Buy
+244
New +$21.7K ﹤0.01% 710

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

Strategic Wealth Partners's SYSB Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares Systematic Bond ETF (SYSB) position steady in Q2 2026 at 244 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Strategic Wealth Partners first reported a position in SYSB in Q3 2025 and has held it in 4 quarters since. The position peaked at $22K in Q3 2025. 284 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Strategic Wealth Partners held 244 shares of iShares Systematic Bond ETF worth $21.6K as of Q2 2026.
  • Strategic Wealth Partners left its iShares Systematic Bond ETF share count unchanged in Q2 2026.
  • iShares Systematic Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #725 holding.
  • Strategic Wealth Partners first reported a position in iShares Systematic Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's iShares Systematic Bond ETF position peaked at $22K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.