CKW Financial Group’s iShares Systematic Bond ETF SYSB Stock Holding History

CKW Financial Group’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
2018 Q4	–	Sell	-112	Closed	-$11K	–	181
2018 Q3	$11K	Hold	112	–	–	﹤0.01%	152
2018 Q2	$11K	Hold	112	–	–	﹤0.01%	149
2018 Q1	$11K	Buy	+112	New	+$11K	﹤0.01%	130

Other funds holding SYSB

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WPSG

Wealth & Pension Services Group Atlanta, Georgia $138M AUM 1.38% 1-Year Est. Return

RCG

Ruggie Capital Group Tavares, Florida $1.94M AUM 7.96% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CKW Financial Group's SYSB Position: Q4 2018 in Review

CKW Financial Group sold out of iShares Systematic Bond ETF (SYSB) in Q4 2018, closing a stake of 112 shares — an estimated $11K sold.

CKW Financial Group first reported a position in SYSB in Q1 2018 and held it in 3 quarters. The position peaked at $11K in Q3 2018. 28 funds tracked by Wall St. Rank hold SYSB as of Q4 2018.

CKW Financial Group reported no remaining iShares Systematic Bond ETF position as of Q4 2018 after selling out during the quarter.
CKW Financial Group sold 112 iShares Systematic Bond ETF shares in Q4 2018, an estimated $11K.
CKW Financial Group first reported a position in iShares Systematic Bond ETF in Q1 2018 and held it in 3 quarters.
CKW Financial Group's iShares Systematic Bond ETF position peaked at $11K in Q3 2018.
28 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q4 2018.

Based on CKW Financial Group's 13F filing for Q4 2018, filed 16 Jan 2019.