Valley National Advisers’s iShares Systematic Bond ETF SYSB Stock Holding History

Valley National Advisers’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	$2K	Hold	23	–	–	﹤0.01%	762
2025 Q4	$2K	Hold	23	–	–	﹤0.01%	773
2025 Q3	$2K	Sell	23 -149	-87%	-$13.3K	﹤0.01%	726
2025 Q2	$15K	Hold	172	–	–	﹤0.01%	504
2025 Q1	$15K	Sell	172 -2	-1%	-$175	﹤0.01%	514
2024 Q4	$15K	Hold	174	–	–	﹤0.01%	486
2024 Q3	$15K	Hold	174	–	–	﹤0.01%	472
2024 Q2	$14K	Hold	174	–	–	﹤0.01%	561
2024 Q1	$14K	Hold	174	–	–	﹤0.01%	582
2023 Q4	$15K	Hold	174	–	–	﹤0.01%	580
2023 Q3	$14K	Hold	174	–	–	﹤0.01%	549
2023 Q2	$15K	Sell	174 -3	-2%	-$253	﹤0.01%	544
2023 Q1	$15K	Sell	177 -3	-2%	-$253	﹤0.01%	540
2022 Q4	$15K	Sell	180 -10	-5%	-$830	﹤0.01%	529
2022 Q3	$15K	Sell	190 -155	-45%	-$13.3K	﹤0.01%	534
2022 Q2	$30K	Sell	345 -4,833	-93%	-$423K	0.01%	420
2022 Q1	$480K	Sell	5,178 -32,030	-86%	-$3.06M	0.09%	167
2021 Q4	$3.71M	Sell	37,208 -18,416	-33%	-$1.84M	0.68%	29
2021 Q3	$5.58M	Buy	55,624 +2,581	+5%	+$261K	1.01%	21
2021 Q2	$5.34M	Buy	53,043 +8,969	+20%	+$899K	0.97%	21
2021 Q1	$4.4M	Buy	44,074 +9,065	+26%	+$917K	0.86%	23
2020 Q4	$3.59M	Buy	+35,009	New	+$3.56M	0.75%	21

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

Valley National Advisers's SYSB Position: Q1 2026 in Review

Valley National Advisers held its iShares Systematic Bond ETF (SYSB) position steady in Q1 2026 at 23 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Valley National Advisers first reported a position in SYSB in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.58M in Q3 2021. 252 funds tracked by Wall St. Rank hold SYSB as of Q1 2026.

Valley National Advisers held 23 shares of iShares Systematic Bond ETF worth $2K as of Q1 2026.
Valley National Advisers left its iShares Systematic Bond ETF share count unchanged in Q1 2026.
iShares Systematic Bond ETF made up ﹤0.01% of Valley National Advisers's portfolio in Q1 2026, its #762 holding.
Valley National Advisers first reported a position in iShares Systematic Bond ETF in Q4 2020 and has held it in 22 quarters since.
Valley National Advisers's iShares Systematic Bond ETF position peaked at $5.58M in Q3 2021.
252 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.