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Insight Wealth Strategies’s iShares Systematic Bond ETF SYSB Stock Holding History

Insight Wealth Strategies’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
Q1 		– Sell
-3,310
Closed -$340K – 225
2020
Q4 		$340K Sell
3,310
-56
-2% -$5.7K 0.06% 150
2020
Q3 		$342K Buy
3,366
+21
+0.6% +$2.14K 0.06% 130
2020
Q2 		$339K Buy
3,345
+18
+0.5% +$1.81K 0.08% 117
2020
Q1 		$325K Sell
3,327
-1,202
-27% -$121K 0.09% 107
2019
Q4 		$462K Buy
4,529
+2,432
+116% +$247K 0.1% 134
2019
Q3 		$213K Buy
+2,097
New +$212K 0.05% 180

Other funds holding SYSB

MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $702M AUM 16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Insight Wealth Strategies's SYSB Position: Q1 2021 in Review

Insight Wealth Strategies sold out of iShares Systematic Bond ETF (SYSB) in Q1 2021, closing a stake of 3,310 shares — an estimated $340K sold.

Insight Wealth Strategies first reported a position in SYSB in Q3 2019 and held it in 6 quarters. The position peaked at $462K in Q4 2019. 44 funds tracked by Wall St. Rank hold SYSB as of Q1 2021.

  • Insight Wealth Strategies reported no remaining iShares Systematic Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 3,310 iShares Systematic Bond ETF shares in Q1 2021, an estimated $340K.
  • Insight Wealth Strategies first reported a position in iShares Systematic Bond ETF in Q3 2019 and held it in 6 quarters.
  • Insight Wealth Strategies's iShares Systematic Bond ETF position peaked at $462K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2021.

Based on Insight Wealth Strategies's 13F filing for Q1 2021, filed 12 May 2021.