Chevy Chase Trust
SYSB

Chevy Chase Trust’s iShares Systematic Bond ETF SYSB Stock Holding History

Chevy Chase Trust’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
2020
Q1 		– Sell
-345
Closed -$35K – 759
2019
Q4 		$35K Buy
+345
New +$35K ﹤0.01% 907

Other funds holding SYSB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCG
Wall Capital Group Phoenix, Arizona $93.7M AUM
SWP
Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Chevy Chase Trust's SYSB Position: Q1 2020 in Review

Chevy Chase Trust sold out of iShares Systematic Bond ETF (SYSB) in Q1 2020, closing a stake of 345 shares — an estimated $35K sold.

Chevy Chase Trust first reported a position in SYSB in Q4 2019 and held it in 1 quarter. The position peaked at $35K in Q4 2019. 43 funds tracked by Wall St. Rank hold SYSB as of Q1 2020.

  • Chevy Chase Trust reported no remaining iShares Systematic Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 345 iShares Systematic Bond ETF shares in Q1 2020, an estimated $35K.
  • Chevy Chase Trust first reported a position in iShares Systematic Bond ETF in Q4 2019 and held it in 1 quarter.
  • Chevy Chase Trust's iShares Systematic Bond ETF position peaked at $35K in Q4 2019.
  • 43 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.