Avantax Planning Partners’s iShares Systematic Bond ETF SYSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $791K | Sell |
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|
2023
Q4 | $837K | Sell |
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|
2023
Q3 | $806K | Sell |
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|
2023
Q2 | $825K | Buy |
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|
2023
Q1 | $810K | Buy |
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|
2022
Q4 | $785K | Buy |
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|
2022
Q3 | $761K | Buy |
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|
2022
Q2 | $795K | Buy |
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|
2022
Q1 | $854K | Buy |
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|
2021
Q4 | $889K | Buy |
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|
2021
Q3 | $885K | Buy |
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|
2021
Q2 | $823K | Buy |
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|
2021
Q1 | $712K | Buy |
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|
2020
Q4 | $707K | Buy |
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|
2020
Q3 | $642K | Buy |
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|
2020
Q2 | $567K | Buy |
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|
2020
Q1 | $522K | Sell |
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|
2019
Q4 | $549K | Buy |
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|
2019
Q3 | $522K | Buy |
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|
2019
Q2 | $500K | Buy |
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|
2019
Q1 | $424K | Sell |
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|
2018
Q4 | $417K | Buy |
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|
2018
Q3 | $25K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $21K | Buy |
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