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

Elmwood Wealth Management’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
-423
Closed -$41.1K – 294
2018
Q3 		$41.1K Hold
423
– – 0.03% 146
2018
Q2 		$41K Buy
+423
New +$41.1K 0.04% 136

Other funds holding SYSB

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Elmwood Wealth Management's SYSB Position: Q4 2018 in Review

Elmwood Wealth Management sold out of iShares Systematic Bond ETF (SYSB) in Q4 2018, closing a stake of 423 shares — an estimated $41.1K sold.

Elmwood Wealth Management first reported a position in SYSB in Q2 2018 and held it in 2 quarters. The position peaked at $41.1K in Q3 2018. 28 funds tracked by Wall St. Rank hold SYSB as of Q4 2018.

  • Elmwood Wealth Management reported no remaining iShares Systematic Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Elmwood Wealth Management sold 423 iShares Systematic Bond ETF shares in Q4 2018, an estimated $41.1K.
  • Elmwood Wealth Management first reported a position in iShares Systematic Bond ETF in Q2 2018 and held it in 2 quarters.
  • Elmwood Wealth Management's iShares Systematic Bond ETF position peaked at $41.1K in Q3 2018.
  • 28 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q4 2018.

Based on Elmwood Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.