CFGS
SYSB

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

Concourse Financial Group Securities’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
2019
Q4 		– Sell
-587
Closed -$59.5K – 2072
2019
Q3 		$59K Hold
587
– – 0.01% 569
2019
Q2 		$59K Hold
587
– – 0.01% 808
2019
Q1 		$58K Hold
587
– – 0.01% 827
2018
Q4 		$56K Buy
+587
New +$56.2K 0.01% 787

Other funds holding SYSB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WCG
Wall Capital Group Phoenix, Arizona $122M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $702M AUM 16% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Concourse Financial Group Securities's SYSB Position: Q4 2019 in Review

Concourse Financial Group Securities sold out of iShares Systematic Bond ETF (SYSB) in Q4 2019, closing a stake of 587 shares — an estimated $59.5K sold.

Concourse Financial Group Securities first reported a position in SYSB in Q4 2018 and held it in 4 quarters. The position peaked at $59K in Q3 2019. 46 funds tracked by Wall St. Rank hold SYSB as of Q4 2019.

  • Concourse Financial Group Securities reported no remaining iShares Systematic Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Concourse Financial Group Securities sold 587 iShares Systematic Bond ETF shares in Q4 2019, an estimated $59.5K.
  • Concourse Financial Group Securities first reported a position in iShares Systematic Bond ETF in Q4 2018 and held it in 4 quarters.
  • Concourse Financial Group Securities's iShares Systematic Bond ETF position peaked at $59K in Q3 2019.
  • 46 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q4 2019.

Based on Concourse Financial Group Securities's 13F filing for Q4 2019, filed 14 Feb 2020.