First Allied Advisory Services’s iShares Systematic Bond ETF SYSB Stock Holding History

First Allied Advisory Services’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	-738	Closed	-$75K	–	1316
2019 Q3	$75K	Buy	+738	New	+$74.6K	﹤0.01%	1281

Other funds holding SYSB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WCG

Wall Capital Group Phoenix, Arizona $93.7M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

First Allied Advisory Services's SYSB Position: Q4 2019 in Review

First Allied Advisory Services sold out of iShares Systematic Bond ETF (SYSB) in Q4 2019, closing a stake of 738 shares — an estimated $75K sold.

First Allied Advisory Services first reported a position in SYSB in Q3 2019 and held it in 1 quarter. The position peaked at $75K in Q3 2019. 46 funds tracked by Wall St. Rank hold SYSB as of Q4 2019.

First Allied Advisory Services reported no remaining iShares Systematic Bond ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 738 iShares Systematic Bond ETF shares in Q4 2019, an estimated $75K.
First Allied Advisory Services first reported a position in iShares Systematic Bond ETF in Q3 2019 and held it in 1 quarter.
First Allied Advisory Services's iShares Systematic Bond ETF position peaked at $75K in Q3 2019.
46 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.