Bank of Montreal
SYSB

Bank of Montreal’s iShares Systematic Bond ETF SYSB Stock Holding History

Bank of Montreal’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
Q4 		– Sell
-9,503
Closed -$843K – 3656
2024
Q3 		$843K Buy
9,503
+5,480
+136% +$479K ﹤0.01% 2123
2024
Q2 		$346K Sell
4,023
-592
-13% -$50.5K ﹤0.01% 2636
2024
Q1 		$397K Buy
4,615
+683
+17% +$58.7K ﹤0.01% 2597
2023
Q4 		$341K Buy
3,932
+2,393
+155% +$200K ﹤0.01% 2782
2023
Q3 		$128K Buy
+1,539
New +$128K ﹤0.01% 3224

Other funds holding SYSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 1-Year Est. Return

Bank of Montreal's SYSB Position: Q4 2024 in Review

Bank of Montreal sold out of iShares Systematic Bond ETF (SYSB) in Q4 2024, closing a stake of 9,503 shares — an estimated $843K sold.

Bank of Montreal first reported a position in SYSB in Q3 2023 and held it in 5 quarters. The position peaked at $843K in Q3 2024. 19 funds tracked by Wall St. Rank hold SYSB as of Q4 2024.

  • Bank of Montreal reported no remaining iShares Systematic Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 9,503 iShares Systematic Bond ETF shares in Q4 2024, an estimated $843K.
  • Bank of Montreal first reported a position in iShares Systematic Bond ETF in Q3 2023 and held it in 5 quarters.
  • Bank of Montreal's iShares Systematic Bond ETF position peaked at $843K in Q3 2024.
  • 19 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.