Advocacy Wealth Management Services’s iShares Systematic Bond ETF SYSB Stock Holding History

Advocacy Wealth Management Services’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
2021 Q3	–	Sell	-62	Closed	-$6K	–	184
2021 Q2	$6K	Hold	62	–	–	﹤0.01%	148
2021 Q1	$6K	Hold	62	–	–	﹤0.01%	127
2020 Q4	$6K	Hold	62	–	–	﹤0.01%	126
2020 Q3	$6K	Hold	62	–	–	﹤0.01%	122
2020 Q2	$6K	Hold	62	–	–	﹤0.01%	117
2020 Q1	$6K	Hold	62	–	–	﹤0.01%	106
2019 Q4	$6K	Sell	62 -7,666	-99%	-$778K	﹤0.01%	129
2019 Q3	$783K	Sell	7,728 -1,956	-20%	-$198K	0.52%	20
2019 Q2	$978K	Sell	9,684 -8,156	-46%	-$814K	0.71%	20
2019 Q1	$1.76M	Sell	17,840 -150,566	-89%	-$14.7M	1.92%	15
2018 Q4	$16.1M	Sell	168,406 -18,005	-10%	-$1.73M	12.15%	4
2018 Q3	$18.1M	Buy	186,411 +10,403	+6%	+$1.01M	11.12%	4
2018 Q2	$17.1M	Buy	176,008 +11,008	+7%	+$1.07M	11.22%	4
2018 Q1	$16.1M	Buy	+165,000	New	+$16.3M	11.09%	4

Other funds holding SYSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

SWP

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

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Advocacy Wealth Management Services's SYSB Position: Q3 2021 in Review

Advocacy Wealth Management Services sold out of iShares Systematic Bond ETF (SYSB) in Q3 2021, closing a stake of 62 shares — an estimated $6K sold.

Advocacy Wealth Management Services first reported a position in SYSB in Q1 2018 and held it in 14 quarters. The position peaked at $18.1M in Q3 2018. 38 funds tracked by Wall St. Rank hold SYSB as of Q3 2021.

Advocacy Wealth Management Services reported no remaining iShares Systematic Bond ETF position as of Q3 2021 after selling out during the quarter.
Advocacy Wealth Management Services sold 62 iShares Systematic Bond ETF shares in Q3 2021, an estimated $6K.
Advocacy Wealth Management Services first reported a position in iShares Systematic Bond ETF in Q1 2018 and held it in 14 quarters.
Advocacy Wealth Management Services's iShares Systematic Bond ETF position peaked at $18.1M in Q3 2018.
38 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2021.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2021, filed 5 Oct 2021.