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SYSB

Avantax Planning Partners’s iShares Systematic Bond ETF SYSB Stock Holding History

Avantax Planning Partners’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
2024
Q2 		– Sell
-9,192
Closed -$791K – 479
2024
Q1 		$791K Sell
9,192
-502
-5% -$43.1K 0.03% 226
2023
Q4 		$837K Sell
9,694
-58
-0.6% -$4.84K 0.03% 184
2023
Q3 		$806K Sell
9,752
-52
-0.5% -$4.34K 0.03% 179
2023
Q2 		$825K Buy
9,804
+282
+3% +$23.8K 0.03% 182
2023
Q1 		$810K Buy
9,522
+121
+1% +$10.2K 0.03% 192
2022
Q4 		$785K Buy
9,401
+114
+1% +$9.46K 0.03% 193
2022
Q3 		$761K Buy
9,287
+33
+0.4% +$2.84K 0.03% 182
2022
Q2 		$795K Buy
9,254
+35
+0.4% +$3.07K 0.03% 180
2022
Q1 		$854K Buy
9,219
+300
+3% +$28.6K 0.03% 174
2021
Q4 		$889K Buy
8,919
+92
+1% +$9.18K 0.04% 168
2021
Q3 		$885K Buy
8,827
+648
+8% +$65.4K 0.04% 152
2021
Q2 		$823K Buy
8,179
+1,051
+15% +$105K 0.04% 151
2021
Q1 		$712K Buy
7,128
+234
+3% +$23.7K 0.04% 158
2020
Q4 		$707K Buy
6,894
+571
+9% +$58.1K 0.04% 150
2020
Q3 		$642K Buy
6,323
+737
+13% +$75.2K 0.03% 162
2020
Q2 		$567K Buy
5,586
+244
+5% +$24.5K 0.03% 164
2020
Q1 		$522K Sell
5,342
-47
-0.9% -$4.73K 0.04% 149
2019
Q4 		$549K Buy
5,389
+236
+5% +$23.9K 0.03% 165
2019
Q3 		$522K Buy
5,153
+196
+4% +$19.8K 0.03% 166
2019
Q2 		$500K Buy
4,957
+695
+16% +$69.3K 0.03% 169
2019
Q1 		$424K Sell
4,262
-96
-2% -$9.37K 0.03% 180
2018
Q4 		$417K Buy
4,358
+4,100
+1,589% +$393K 0.03% 162
2018
Q3 		$25K Buy
+258
New +$25.1K ﹤0.01% 646
2018
Q2 		– Sell
-219
Closed -$21K – 643
2018
Q1 		$21K Buy
+219
New +$21.6K ﹤0.01% 763

Other funds holding SYSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Planning Partners's SYSB Position: Q2 2024 in Review

Avantax Planning Partners sold out of iShares Systematic Bond ETF (SYSB) in Q2 2024, closing a stake of 9,192 shares — an estimated $791K sold.

Avantax Planning Partners first reported a position in SYSB in Q1 2018 and held it in 24 quarters. The position peaked at $889K in Q4 2021. 20 funds tracked by Wall St. Rank hold SYSB as of Q2 2024.

  • Avantax Planning Partners reported no remaining iShares Systematic Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 9,192 iShares Systematic Bond ETF shares in Q2 2024, an estimated $791K.
  • Avantax Planning Partners first reported a position in iShares Systematic Bond ETF in Q1 2018 and held it in 24 quarters.
  • Avantax Planning Partners's iShares Systematic Bond ETF position peaked at $889K in Q4 2021.
  • 20 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2024.

Based on Avantax Planning Partners's 13F filing for Q2 2024, filed 9 Aug 2024.