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DB Wealth Management Group’s iShares Systematic Bond ETF SYSB Stock Holding History

DB Wealth Management 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
2021
Q2 		– Sell
-92
Closed -$9K – 357
2021
Q1 		$9K Hold
92
– – 0.01% 282
2020
Q4 		$9K Buy
+92
New +$9.37K 0.01% 274

Other funds holding SYSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $702M AUM 16% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

DB Wealth Management Group's SYSB Position: Q2 2021 in Review

DB Wealth Management Group sold out of iShares Systematic Bond ETF (SYSB) in Q2 2021, closing a stake of 92 shares — an estimated $9K sold.

DB Wealth Management Group first reported a position in SYSB in Q4 2020 and held it in 2 quarters. The position peaked at $9K in Q1 2021. 43 funds tracked by Wall St. Rank hold SYSB as of Q2 2021.

  • DB Wealth Management Group reported no remaining iShares Systematic Bond ETF position as of Q2 2021 after selling out during the quarter.
  • DB Wealth Management Group sold 92 iShares Systematic Bond ETF shares in Q2 2021, an estimated $9K.
  • DB Wealth Management Group first reported a position in iShares Systematic Bond ETF in Q4 2020 and held it in 2 quarters.
  • DB Wealth Management Group's iShares Systematic Bond ETF position peaked at $9K in Q1 2021.
  • 43 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2021.

Based on DB Wealth Management Group's 13F filing for Q2 2021, filed 4 Aug 2021.