Investment Advisory Group’s iShares Systematic Bond ETF SYSB Stock Holding History

Investment Advisory 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
2025 Q1	–	Sell	-2,959	Closed	-$257K	–	171
2024 Q4	$257K	Sell	2,959 -445	-13%	-$38.9K	0.09%	139
2024 Q3	$302K	Sell	3,404 -544	-14%	-$47.5K	0.1%	129
2024 Q2	$339K	Sell	3,948 -174	-4%	-$14.9K	0.13%	109
2024 Q1	$355K	Sell	4,122 -173	-4%	-$14.9K	0.15%	103
2023 Q4	$371K	Sell	4,295 -617	-13%	-$51.5K	0.17%	94
2023 Q3	$406K	Sell	4,912 -1,285	-21%	-$107K	0.21%	82
2023 Q2	$521K	Sell	6,197 -1,092	-15%	-$92.2K	0.27%	73
2023 Q1	$620K	Sell	7,289 -2,578	-26%	-$218K	0.36%	58
2022 Q4	$823K	Sell	9,867 -2,009	-17%	-$167K	0.51%	43
2022 Q3	$973K	Sell	11,876 -310	-3%	-$26.7K	0.68%	39
2022 Q2	$1.04M	Sell	12,186 -1,033	-8%	-$90.5K	0.71%	37
2022 Q1	$1.23M	Sell	13,219 -242	-2%	-$23.1K	0.74%	33
2021 Q4	$1.28M	Buy	+13,461	New	+$1.34M	0.82%	32

Other funds holding SYSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

QWM

Quadcap Wealth Management Frisco, Texas $879M AUM 22.03% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Investment Advisory Group's SYSB Position: Q1 2025 in Review

Investment Advisory Group sold out of iShares Systematic Bond ETF (SYSB) in Q1 2025, closing a stake of 2,959 shares — an estimated $257K sold.

Investment Advisory Group first reported a position in SYSB in Q4 2021 and held it in 13 quarters. The position peaked at $1.28M in Q4 2021. 20 funds tracked by Wall St. Rank hold SYSB as of Q1 2025.

Investment Advisory Group reported no remaining iShares Systematic Bond ETF position as of Q1 2025 after selling out during the quarter.
Investment Advisory Group sold 2,959 iShares Systematic Bond ETF shares in Q1 2025, an estimated $257K.
Investment Advisory Group first reported a position in iShares Systematic Bond ETF in Q4 2021 and held it in 13 quarters.
Investment Advisory Group's iShares Systematic Bond ETF position peaked at $1.28M in Q4 2021.
20 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2025.

Based on Investment Advisory Group's 13F filing for Q1 2025, filed 14 Apr 2025.