UCFA
SYSB

United Capital Financial Advisors’s iShares Systematic Bond ETF SYSB Stock Holding History

United Capital Financial 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 		$9.93M Buy
111,854
+1,718
+2% +$154K 0.06% 239
2025
Q4 		$9.89M Buy
+110,136
New +$9.92M 0.06% 241

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

United Capital Financial Advisors's SYSB Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares Systematic Bond ETF (SYSB) stake by 1.6% in Q1 2026, buying an estimated $154K and bringing the position to 111,854 shares worth $9.93M. The position accounts for 0.06% of the portfolio, ranked #239.

United Capital Financial 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.

  • United Capital Financial Advisors held 111,854 shares of iShares Systematic Bond ETF worth $9.93M as of Q1 2026.
  • United Capital Financial Advisors bought 1,718 iShares Systematic Bond ETF shares in Q1 2026, an estimated $154K.
  • iShares Systematic Bond ETF made up 0.06% of United Capital Financial Advisors's portfolio in Q1 2026, its #239 holding.
  • United Capital Financial 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 United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.