VPP
SYSB

Vertex Planning Partners’s iShares Systematic Bond ETF SYSB Stock Holding History

Vertex Planning Partners’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 		$990K Buy
11,154
+3,212
+40% +$285K 0.15% 68
2026
Q1 		$707K Buy
+7,942
New +$714K 0.14% 67

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

Vertex Planning Partners's SYSB Position: Q2 2026 in Review

Vertex Planning Partners increased its iShares Systematic Bond ETF (SYSB) stake by 40% in Q2 2026, buying an estimated $285K and bringing the position to 11,154 shares worth $990K. The position accounts for 0.15% of the portfolio, ranked #68.

Vertex Planning Partners first reported a position in SYSB in Q1 2026 and has held it in 2 quarters since. 284 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Vertex Planning Partners held 11,154 shares of iShares Systematic Bond ETF worth $990K as of Q2 2026.
  • Vertex Planning Partners bought 3,212 iShares Systematic Bond ETF shares in Q2 2026, an estimated $285K.
  • iShares Systematic Bond ETF made up 0.15% of Vertex Planning Partners's portfolio in Q2 2026, its #68 holding.
  • Vertex Planning Partners first reported a position in iShares Systematic Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 284 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.