U.S. Capital Wealth Advisors’s iShares Systematic Bond ETF SYSB Stock Holding History

U.S. Capital Wealth Advisors’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	$1.72M	Buy	19,308 +6,609	+52%	+$594K	0.04%	382
2025 Q4	$1.14M	Buy	+12,699	New	+$1.14M	0.03%	459

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

U.S. Capital Wealth Advisors's SYSB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares Systematic Bond ETF (SYSB) stake by 52% in Q1 2026, buying an estimated $594K and bringing the position to 19,308 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #382.

U.S. Capital Wealth Advisors first reported a position in SYSB in Q4 2025 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

U.S. Capital Wealth Advisors held 19,308 shares of iShares Systematic Bond ETF worth $1.72M as of Q1 2026.
U.S. Capital Wealth Advisors bought 6,609 iShares Systematic Bond ETF shares in Q1 2026, an estimated $594K.
iShares Systematic Bond ETF made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #382 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 2 quarters since.
252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.