Advisor Group’s iShares Systematic Bond ETF SYSB Stock Holding History

Advisor Group’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
2019 Q4	$1.47M	Sell	14,441 -935	-6%	-$94.9K	0.01%	978
2019 Q3	$1.56M	Buy	15,376 +2,398	+18%	+$242K	0.01%	879
2019 Q2	$1.31M	Buy	12,978 +3,468	+36%	+$346K	0.01%	960
2019 Q1	$946K	Buy	9,510 +1,116	+13%	+$109K	0.01%	1123
2018 Q4	$804K	Buy	8,394 +2,111	+34%	+$202K	0.01%	1078
2018 Q3	$610K	Buy	6,283 +1,573	+33%	+$153K	0.01%	1325
2018 Q2	$457K	Buy	4,710 +27	+0.6%	+$2.62K	0.01%	1370
2018 Q1	$459K	Buy	+4,683	New	+$462K	0.01%	1382

Other funds holding SYSB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WCG

Wall Capital Group Phoenix, Arizona $93.7M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Advisor Group's SYSB Position: Q4 2019 in Review

Advisor Group reduced its iShares Systematic Bond ETF (SYSB) stake by 6.1% in Q4 2019, selling an estimated $94.9K and leaving 14,441 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #978.

Advisor Group first reported a position in SYSB in Q1 2018 and has held it in 8 quarters since. The position peaked at $1.56M in Q3 2019. 46 funds tracked by Wall St. Rank hold SYSB as of Q4 2019.

Advisor Group held 14,441 shares of iShares Systematic Bond ETF worth $1.47M as of Q4 2019.
Advisor Group sold 935 iShares Systematic Bond ETF shares in Q4 2019, an estimated $94.9K.
iShares Systematic Bond ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #978 holding.
Advisor Group first reported a position in iShares Systematic Bond ETF in Q1 2018 and has held it in 8 quarters since.
Advisor Group's iShares Systematic Bond ETF position peaked at $1.56M in Q3 2019.
46 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.