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

Stratos 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 Q1	–	Sell	-12,135	Closed	-$1.09M	–	1648
2025 Q4	$1.09M	Sell	12,135 -94,035	-89%	-$8.47M	0.01%	742
2025 Q3	$9.56M	Buy	+106,170	New	+$9.45M	0.11%	188
2021 Q1	–	Sell	-2,677	Closed	-$275K	–	1134
2020 Q4	$275K	Sell	2,677 -416	-13%	-$42.4K	0.01%	876
2020 Q3	$314K	Buy	3,093 +1	+0%	+$102	0.01%	765
2020 Q2	$314K	Hold	3,092	–	–	0.01%	757
2020 Q1	$302K	Hold	3,092	–	–	0.01%	688
2019 Q4	$315K	Buy	3,092 +1	+0%	+$101	0.01%	731
2019 Q3	$313K	Buy	3,091 +1	+0%	+$101	0.01%	719
2019 Q2	$312K	Sell	3,090 -786	-20%	-$78.4K	0.01%	724
2019 Q1	$385K	Sell	3,876 -988	-20%	-$96.4K	0.02%	627
2018 Q4	$466K	Sell	4,864 -525	-10%	-$50.3K	0.02%	532
2018 Q3	$523K	Sell	5,389 -1,673	-24%	-$163K	0.02%	528
2018 Q2	$685K	Sell	7,062 -3,320	-32%	-$323K	0.03%	463
2018 Q1	$1.02M	Buy	+10,382	New	+$1.02M	0.04%	369

Other funds holding SYSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Stratos Wealth Partners's SYSB Position: Q1 2026 in Review

Stratos Wealth Partners sold out of iShares Systematic Bond ETF (SYSB) in Q1 2026, closing a stake of 12,135 shares — an estimated $1.09M sold.

Stratos Wealth Partners first reported a position in SYSB in Q1 2018 and held it in 14 quarters. The position peaked at $9.56M in Q3 2025. 252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

Stratos Wealth Partners reported no remaining iShares Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
Stratos Wealth Partners sold 12,135 iShares Systematic Bond ETF shares in Q1 2026, an estimated $1.09M.
Stratos Wealth Partners first reported a position in iShares Systematic Bond ETF in Q1 2018 and held it in 14 quarters.
Stratos Wealth Partners's iShares Systematic Bond ETF position peaked at $9.56M in Q3 2025.
252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.