SS
SYSB

Sunbelt Securities’s iShares Systematic Bond ETF SYSB Stock Holding History

Sunbelt Securities’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 		$1.96K Hold
22
– – ﹤0.01% 1934
2025
Q4 		$1.98K Hold
22
– – ﹤0.01% 1886
2025
Q3 		$1.98K Hold
22
– – ﹤0.01% 1868
2025
Q2 		$1.91K Hold
22
– – ﹤0.01% 1604
2025
Q1 		$1.93K Hold
22
– – ﹤0.01% 1579
2024
Q4 		$1.92K Hold
22
– – ﹤0.01% 1608
2024
Q3 		$1.95K Hold
22
– – ﹤0.01% 1615
2024
Q2 		$1.89K Hold
22
– – ﹤0.01% 1555
2024
Q1 		$1.89K Hold
22
– – ﹤0.01% 1521
2023
Q4 		$1.9K Hold
22
– – ﹤0.01% 1473
2023
Q3 		$1.82K Hold
22
– – ﹤0.01% 1500
2023
Q2 		$1.85K Hold
22
– – ﹤0.01% 1455
2023
Q1 		$1.86K Buy
+22
New +$1.86K ﹤0.01% 1435

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 $376B 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 $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $18.1B AUM 15% 1-Year Est. Return