Kestra Advisory Services’s iShares Systematic Bond ETF SYSB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-6,661
| Closed | -$668K | – | 2078 |
|
2021
Q3 | $668K | Sell |
6,661
-281
| -4% | -$28.2K | 0.01% | 1238 |
|
2021
Q2 | $699K | Buy |
6,942
+23
| +0.3% | +$2.32K | 0.01% | 1112 |
|
2021
Q1 | $691K | Sell |
6,919
-1,037
| -13% | -$104K | 0.01% | 1037 |
|
2020
Q4 | $815K | Buy |
7,956
+7,834
| +6,421% | +$803K | 0.01% | 960 |
|
2020
Q3 | $839K | Buy |
+122
| New | +$839K | 0.02% | 679 |
|