Summit Financial’s iShares Systematic Bond ETF SYSB Stock Holding History

Summit Financial’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	$314K	Buy	+3,526	New	+$317K	﹤0.01%	1173

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 $20.9B AUM 19.34% 1-Year Est. Return

Summit Financial's SYSB Position: Q1 2026 in Review

Summit Financial opened a new position in iShares Systematic Bond ETF (SYSB) in Q1 2026: 3,526 shares worth $314K. The stake represents ﹤0.01% of the portfolio and ranks #1173 among its holdings.

252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

Summit Financial held 3,526 shares of iShares Systematic Bond ETF worth $314K as of Q1 2026.
iShares Systematic Bond ETF was a new Summit Financial position in Q1 2026.
iShares Systematic Bond ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1173 holding.
252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.