CA
SYSB

Cetera Advisors’s iShares Systematic Bond ETF SYSB Stock Holding History

Cetera Advisors’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
Q1 		$363K Buy
4,220
+266
+7% +$22.9K ﹤0.01% 1815
2023
Q4 		$341K Hold
3,954
– – ﹤0.01% 1354
2023
Q3 		$327K Sell
3,954
-200
-5% -$16.7K 0.01% 1277
2023
Q2 		$349K Hold
4,154
– – 0.01% 1226
2023
Q1 		$353K Sell
4,154
-227
-5% -$19.2K 0.01% 1204
2022
Q4 		$366K Sell
4,381
-103
-2% -$8.55K 0.01% 1126
2022
Q3 		$368K Hold
4,484
– – 0.01% 904
2022
Q2 		$385K Sell
4,484
-423
-9% -$37.1K 0.01% 956
2022
Q1 		$455K Buy
4,907
+250
+5% +$23.9K 0.01% 929
2021
Q4 		$464K Buy
4,657
+200
+4% +$20K 0.01% 915
2021
Q3 		$447K Hold
4,457
– – 0.01% 918
2021
Q2 		$449K Hold
4,457
– – 0.01% 866
2021
Q1 		$445K Sell
4,457
-166
-4% -$16.8K 0.01% 783
2020
Q4 		$474K Sell
4,623
-121
-3% -$12.3K 0.02% 661
2020
Q3 		$482K Buy
4,744
+255
+6% +$26K 0.02% 575
2020
Q2 		$455K Buy
4,489
+332
+8% +$33.3K 0.02% 568
2020
Q1 		$406K Hold
4,157
– – 0.02% 523
2019
Q4 		$425K Hold
4,157
– – 0.02% 608
2019
Q3 		$422K Hold
4,157
– – 0.02% 595
2019
Q2 		$420K Buy
4,157
+252
+6% +$25.1K 0.02% 608
2019
Q1 		$394K Hold
3,905
– – 0.02% 563
2018
Q4 		$375K Sell
3,905
-823
-17% -$78.9K 0.02% 565
2018
Q3 		$455K Buy
+4,728
New +$460K 0.02% 599
2018
Q2 		– Sell
-7,054
Closed -$691K – 877
2018
Q1 		$691K Buy
+7,054
New +$695K 0.04% 385

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
QWM
Quadcap Wealth Management Frisco, Texas $879M AUM 22.03% 1-Year Est. Return

Cetera Advisors's SYSB Position: Q1 2024 in Review

Cetera Advisors increased its iShares Systematic Bond ETF (SYSB) stake by 6.7% in Q1 2024, buying an estimated $22.9K and bringing the position to 4,220 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Cetera Advisors first reported a position in SYSB in Q1 2018 and has held it in 24 quarters since. The position peaked at $691K in Q1 2018. 25 funds tracked by Wall St. Rank hold SYSB as of Q1 2024.

  • Cetera Advisors held 4,220 shares of iShares Systematic Bond ETF worth $363K as of Q1 2024.
  • Cetera Advisors bought 266 iShares Systematic Bond ETF shares in Q1 2024, an estimated $22.9K.
  • iShares Systematic Bond ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1815 holding.
  • Cetera Advisors first reported a position in iShares Systematic Bond ETF in Q1 2018 and has held it in 24 quarters since.
  • Cetera Advisors's iShares Systematic Bond ETF position peaked at $691K in Q1 2018.
  • 25 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.