SIM
SYSB

Synergy Investment Management’s iShares Systematic Bond ETF SYSB Stock Holding History

Synergy Investment Management’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 		$82.1K Sell
925
-9,065
-91% -$804K 0.02% 301
2026
Q1 		$889K Buy
9,990
+423
+4% +$38K 0.29% 54
2025
Q4 		$859K Buy
+9,567
New +$861K 0.3% 50
2025
Q2 		– Sell
-359
Closed -$31.5K – 246
2025
Q1 		$31.5K Sell
359
-1
-0.3% -$87 0.01% 267
2024
Q4 		$31.2K Buy
+360
New +$31.5K 0.01% 278

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

Synergy Investment Management's SYSB Position: Q2 2026 in Review

Synergy Investment Management reduced its iShares Systematic Bond ETF (SYSB) stake by 91% in Q2 2026, selling an estimated $804K and leaving 925 shares worth $82.1K. The position accounts for 0.02% of the portfolio, ranked #301.

Synergy Investment Management first reported a position in SYSB in Q4 2024 and has held it in 5 quarters since. The position peaked at $889K in Q1 2026. 284 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Synergy Investment Management held 925 shares of iShares Systematic Bond ETF worth $82.1K as of Q2 2026.
  • Synergy Investment Management sold 9,065 iShares Systematic Bond ETF shares in Q2 2026, an estimated $804K.
  • iShares Systematic Bond ETF made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #301 holding.
  • Synergy Investment Management first reported a position in iShares Systematic Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Synergy Investment Management's iShares Systematic Bond ETF position peaked at $889K in Q1 2026.
  • 284 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.