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BOLTON SECURITIES CORPORATION’s iShares Systematic Bond ETF SYSB Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$9.36K Sell
111
-5
-4% -$435 ﹤0.01% 1820
2026
Q2 		$10.3K Buy
116
+36
+45% +$3.19K ﹤0.01% 1792
2026
Q1 		$7.12K Buy
+80
New +$7.19K ﹤0.01% 1695

Other funds holding SYSB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SYSB Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its iShares Systematic Bond ETF (SYSB) stake by 4.3% in Q3 2026, selling an estimated $435 and leaving 111 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

BOLTON SECURITIES CORPORATION first reported a position in SYSB in Q1 2026 and has held it in 3 quarters since. The position peaked at $10.3K in Q2 2026. 263 funds tracked by Wall St. Rank hold SYSB as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 111 shares of iShares Systematic Bond ETF worth $9.36K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 5 iShares Systematic Bond ETF shares in Q3 2026, an estimated $435.
  • iShares Systematic Bond ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1820 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Systematic Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares Systematic Bond ETF position peaked at $10.3K in Q2 2026.
  • 263 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.