Dynamic Advisor Solutions’s iShares Systematic Bond ETF SYSB Stock Holding History

Dynamic Advisor Solutions’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	-2,100	Closed	-$211K	–	742
2021 Q3	$211K	Sell	2,100 -110	-5%	-$11.1K	0.02%	682
2021 Q2	$222K	Sell	2,210 -310	-12%	-$31.1K	0.02%	641
2021 Q1	$252K	Sell	2,520 -590	-19%	-$59.7K	0.02%	548
2020 Q4	$319K	Hold	3,110	–	–	0.03%	476
2020 Q3	$316K	Buy	3,110 +100	+3%	+$10.2K	0.04%	419
2020 Q2	$305K	Buy	3,010 +675	+29%	+$67.8K	0.04%	382
2020 Q1	$228K	Hold	2,335	–	–	0.04%	380
2019 Q4	$238K	Sell	2,335 -1,396	-37%	-$142K	0.03%	463
2019 Q3	$378K	Buy	3,731 +67	+2%	+$6.77K	0.06%	328
2019 Q2	$370K	Buy	+3,664	New	+$365K	0.06%	320

Other funds holding SYSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

Summit Wealth Partners Orlando, Florida $702M AUM 16% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Dynamic Advisor Solutions's SYSB Position: Q4 2021 in Review

Dynamic Advisor Solutions sold out of iShares Systematic Bond ETF (SYSB) in Q4 2021, closing a stake of 2,100 shares — an estimated $211K sold.

Dynamic Advisor Solutions first reported a position in SYSB in Q2 2019 and held it in 10 quarters. The position peaked at $378K in Q3 2019. 39 funds tracked by Wall St. Rank hold SYSB as of Q4 2021.

Dynamic Advisor Solutions reported no remaining iShares Systematic Bond ETF position as of Q4 2021 after selling out during the quarter.
Dynamic Advisor Solutions sold 2,100 iShares Systematic Bond ETF shares in Q4 2021, an estimated $211K.
Dynamic Advisor Solutions first reported a position in iShares Systematic Bond ETF in Q2 2019 and held it in 10 quarters.
Dynamic Advisor Solutions's iShares Systematic Bond ETF position peaked at $378K in Q3 2019.
39 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q4 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2021, filed 26 Jan 2022.