UBS Group
SYSB

UBS Group’s iShares Systematic Bond ETF SYSB Stock Holding History

UBS Group’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 		$2.23K Buy
+25
New +$2.25K ﹤0.01% 9324
2025
Q4 		– Sell
-126
Closed -$11.3K – 10707
2025
Q3 		$11.3K Buy
+126
New +$11.2K ﹤0.01% 8491
2025
Q2 		– Sell
-16
Closed -$1.4K – 10427
2025
Q1 		$1.4K Buy
+16
New +$1.4K ﹤0.01% 9514
2024
Q4 		– Sell
-245
Closed -$21.7K – 10067
2024
Q3 		$21.7K Buy
+245
New +$21.4K ﹤0.01% 7316
2024
Q2 		– Sell
-353
Closed -$30.4K – 9689
2024
Q1 		$30.4K Buy
+353
New +$30.3K ﹤0.01% 6738
2023
Q4 		– Sell
-60
Closed -$4.96K – 9481
2023
Q3 		$4.96K Sell
60
-696
-92% -$58.1K ﹤0.01% 7405
2023
Q2 		$63.6K Sell
756
-268
-26% -$22.6K ﹤0.01% 6330
2023
Q1 		$87.1K Buy
1,024
+505
+97% +$42.6K ﹤0.01% 6018
2022
Q4 		$43.3K Sell
519
-2,029
-80% -$168K ﹤0.01% 6901
2022
Q3 		$209K Buy
2,548
+1,881
+282% +$162K ﹤0.01% 5049
2022
Q2 		$57K Buy
667
+54
+9% +$4.73K ﹤0.01% 5811
2022
Q1 		$57K Sell
613
-1,011
-62% -$96.5K ﹤0.01% 6363
2021
Q4 		$162K Buy
1,624
+270
+20% +$26.9K ﹤0.01% 5870
2021
Q3 		$136K Sell
1,354
-89
-6% -$8.99K ﹤0.01% 5608
2021
Q2 		$145K Sell
1,443
-983
-41% -$98.5K ﹤0.01% 5598
2021
Q1 		$242K Buy
2,426
+2,027
+508% +$205K ﹤0.01% 5346
2020
Q4 		$41K Buy
399
+340
+576% +$34.6K ﹤0.01% 6358
2020
Q3 		$6K Sell
59
-570
-91% -$58.1K ﹤0.01% 7217
2020
Q2 		$64K Buy
629
+432
+219% +$43.4K ﹤0.01% 5663
2020
Q1 		$19K Buy
+197
New +$19.8K ﹤0.01% 6528
2019
Q3 		– Sell
-82
Closed -$8K – 8073
2019
Q2 		$8K Buy
+82
New +$8.18K ﹤0.01% 7182
2019
Q1 		– Sell
-1,627
Closed -$156K – 7846
2018
Q4 		$156K Buy
1,627
+921
+130% +$88.2K ﹤0.01% 5150
2018
Q3 		$69K Sell
706
-742
-51% -$72.2K ﹤0.01% 5895
2018
Q2 		$140K Sell
1,448
-739
-34% -$71.8K ﹤0.01% 5206
2018
Q1 		$214K Buy
+2,187
New +$216K ﹤0.01% 4742

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 $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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $20.9B AUM 19.34% 1-Year Est. Return

UBS Group's SYSB Position: Q1 2026 in Review

UBS Group opened a new position in iShares Systematic Bond ETF (SYSB) in Q1 2026: 25 shares worth $2.23K. The stake represents ﹤0.01% of the portfolio and ranks #9324 among its holdings. This is a return to the name: UBS Group previously reported a position in SYSB as recently as Q3 2025.

UBS Group first reported a position in SYSB in Q1 2018 and has held it in 25 quarters since. The position peaked at $242K in Q1 2021. 252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

  • UBS Group held 25 shares of iShares Systematic Bond ETF worth $2.23K as of Q1 2026.
  • iShares Systematic Bond ETF was a new UBS Group position in Q1 2026.
  • iShares Systematic Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9324 holding.
  • UBS Group first reported a position in iShares Systematic Bond ETF in Q1 2018 and has held it in 25 quarters since.
  • UBS Group's iShares Systematic Bond ETF position peaked at $242K in Q1 2021.
  • 252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.