First Capital Advisors Group’s iShares Systematic Bond ETF SYSB Stock Holding History

First Capital Advisors 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
2018 Q3	–	Sell	-9,420	Closed	-$914K	–	171
2018 Q2	$914K	Sell	9,420 -15,611	-62%	-$1.52M	0.61%	37
2018 Q1	$2.45M	Buy	+25,031	New	+$2.47M	1.42%	20

Other funds holding SYSB

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LTFS

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

First Capital Advisors Group's SYSB Position: Q3 2018 in Review

First Capital Advisors Group sold out of iShares Systematic Bond ETF (SYSB) in Q3 2018, closing a stake of 9,420 shares — an estimated $914K sold.

First Capital Advisors Group first reported a position in SYSB in Q1 2018 and held it in 2 quarters. The position peaked at $2.45M in Q1 2018. 24 funds tracked by Wall St. Rank hold SYSB as of Q3 2018.

First Capital Advisors Group reported no remaining iShares Systematic Bond ETF position as of Q3 2018 after selling out during the quarter.
First Capital Advisors Group sold 9,420 iShares Systematic Bond ETF shares in Q3 2018, an estimated $914K.
First Capital Advisors Group first reported a position in iShares Systematic Bond ETF in Q1 2018 and held it in 2 quarters.
First Capital Advisors Group's iShares Systematic Bond ETF position peaked at $2.45M in Q1 2018.
24 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2018.

Based on First Capital Advisors Group's 13F filing for Q3 2018, filed 24 Oct 2018.