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

Aspire Wealth Management’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
2022
Q1 		– Sell
-2,065
Closed -$206K – 179
2021
Q4 		$206K Buy
+2,065
New +$206K 0.17% 84

Other funds holding SYSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $702M AUM 16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 1-Year Est. Return

Aspire Wealth Management's SYSB Position: Q1 2022 in Review

Aspire Wealth Management sold out of iShares Systematic Bond ETF (SYSB) in Q1 2022, closing a stake of 2,065 shares — an estimated $206K sold.

Aspire Wealth Management first reported a position in SYSB in Q4 2021 and held it in 1 quarter. The position peaked at $206K in Q4 2021. 33 funds tracked by Wall St. Rank hold SYSB as of Q1 2022.

  • Aspire Wealth Management reported no remaining iShares Systematic Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Aspire Wealth Management sold 2,065 iShares Systematic Bond ETF shares in Q1 2022, an estimated $206K.
  • Aspire Wealth Management first reported a position in iShares Systematic Bond ETF in Q4 2021 and held it in 1 quarter.
  • Aspire Wealth Management's iShares Systematic Bond ETF position peaked at $206K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2022.

Based on Aspire Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.