DWP
SYSB

Destiny Wealth Partners’s iShares Systematic Bond ETF SYSB Stock Holding History

Destiny Wealth Partners’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
Q4 		– Sell
-765
Closed -$77K – 550
2021
Q3 		$77K Buy
+765
New +$77.3K 0.02% 239
2021
Q2 		– Sell
-765
Closed -$76K – 298
2021
Q1 		$76K Hold
765
– – 0.02% 225
2020
Q4 		$78K Buy
+765
New +$77.9K 0.02% 249

Other funds holding SYSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Destiny Wealth Partners's SYSB Position: Q4 2021 in Review

Destiny Wealth Partners sold out of iShares Systematic Bond ETF (SYSB) in Q4 2021, closing a stake of 765 shares — an estimated $77K sold.

Destiny Wealth Partners first reported a position in SYSB in Q4 2020 and held it in 3 quarters. The position peaked at $78K in Q4 2020. 39 funds tracked by Wall St. Rank hold SYSB as of Q4 2021.

  • Destiny Wealth Partners reported no remaining iShares Systematic Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Destiny Wealth Partners sold 765 iShares Systematic Bond ETF shares in Q4 2021, an estimated $77K.
  • Destiny Wealth Partners first reported a position in iShares Systematic Bond ETF in Q4 2020 and held it in 3 quarters.
  • Destiny Wealth Partners's iShares Systematic Bond ETF position peaked at $78K in Q4 2020.
  • 39 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q4 2021.

Based on Destiny Wealth Partners's 13F filing for Q4 2021, filed 20 Jan 2022.