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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sunbelt Securities's SYSB Position: Q1 2026 in Review

Sunbelt Securities held its iShares Systematic Bond ETF (SYSB) position steady in Q1 2026 at 22 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

Sunbelt Securities first reported a position in SYSB in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.98K in Q3 2025. 252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

Sunbelt Securities held 22 shares of iShares Systematic Bond ETF worth $1.96K as of Q1 2026.
Sunbelt Securities left its iShares Systematic Bond ETF share count unchanged in Q1 2026.
iShares Systematic Bond ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1934 holding.
Sunbelt Securities first reported a position in iShares Systematic Bond ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's iShares Systematic Bond ETF position peaked at $1.98K in Q3 2025.
252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.