VR
SYSB

Vision Retirement’s iShares Systematic Bond ETF SYSB Stock Holding History

Vision Retirement’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 		$65.5K Sell
738
-3
-0.4% -$266 0.02% 207
2026
Q1 		$65.9K Buy
741
+567
+326% +$50.9K 0.02% 194
2025
Q4 		$15.6K Buy
+174
New +$15.7K ﹤0.01% 364

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vision Retirement's SYSB Position: Q2 2026 in Review

Vision Retirement reduced its iShares Systematic Bond ETF (SYSB) stake by 0.4% in Q2 2026, selling an estimated $266 and leaving 738 shares worth $65.5K. The position accounts for 0.02% of the portfolio, ranked #207.

Vision Retirement first reported a position in SYSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $65.9K in Q1 2026. 271 funds tracked by Wall St. Rank hold SYSB as of Q2 2026.

  • Vision Retirement held 738 shares of iShares Systematic Bond ETF worth $65.5K as of Q2 2026.
  • Vision Retirement sold 3 iShares Systematic Bond ETF shares in Q2 2026, an estimated $266.
  • iShares Systematic Bond ETF made up 0.02% of Vision Retirement's portfolio in Q2 2026, its #207 holding.
  • Vision Retirement first reported a position in iShares Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares Systematic Bond ETF position peaked at $65.9K in Q1 2026.
  • 271 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.