Great Valley Advisor Group’s iShares Systematic Bond ETF SYSB Stock Holding History

Great Valley Advisor 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
2020 Q2	–	Sell	-2,585	Closed	-$252K	–	421
2020 Q1	$252K	Sell	2,585 -1,912	-43%	-$193K	0.07%	261
2019 Q4	$458K	Buy	4,497 +282	+7%	+$28.6K	0.1%	213
2019 Q3	$427K	Sell	4,215 -1,191	-22%	-$120K	0.1%	213
2019 Q2	$546K	Buy	5,406 +85	+2%	+$8.48K	0.14%	179
2019 Q1	$529K	Buy	+5,321	New	+$519K	0.17%	152

Other funds holding SYSB

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

WCG

Wall Capital Group Phoenix, Arizona $93.7M AUM

SWP

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Great Valley Advisor Group's SYSB Position: Q2 2020 in Review

Great Valley Advisor Group sold out of iShares Systematic Bond ETF (SYSB) in Q2 2020, closing a stake of 2,585 shares — an estimated $252K sold.

Great Valley Advisor Group first reported a position in SYSB in Q1 2019 and held it in 5 quarters. The position peaked at $546K in Q2 2019. 42 funds tracked by Wall St. Rank hold SYSB as of Q2 2020.

Great Valley Advisor Group reported no remaining iShares Systematic Bond ETF position as of Q2 2020 after selling out during the quarter.
Great Valley Advisor Group sold 2,585 iShares Systematic Bond ETF shares in Q2 2020, an estimated $252K.
Great Valley Advisor Group first reported a position in iShares Systematic Bond ETF in Q1 2019 and held it in 5 quarters.
Great Valley Advisor Group's iShares Systematic Bond ETF position peaked at $546K in Q2 2019.
42 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2020.

Based on Great Valley Advisor Group's 13F filing for Q2 2020, filed 31 Jul 2020.