Ladenburg Thalmann Financial Services’s iShares Systematic Bond ETF SYSB Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$2.11M	Buy	20,715 +4,813	+30%	+$488K	0.01%	849
2019 Q3	$1.61M	Buy	15,902 +2,714	+21%	+$274K	0.01%	924
2019 Q2	$1.33M	Buy	13,188 +1,107	+9%	+$110K	0.01%	1029
2019 Q1	$1.2M	Buy	12,081 +2,526	+26%	+$247K	0.01%	1063
2018 Q4	$915K	Buy	9,555 +1,145	+14%	+$110K	0.01%	1117
2018 Q3	$817K	Sell	8,410 -11,852	-58%	-$1.15M	0.01%	1253
2018 Q2	$1.98M	Hold	20,262	–	–	0.02%	704
2018 Q1	$1.98M	Buy	+20,262	New	+$2M	0.02%	704

Other funds holding SYSB

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WCG

Wall Capital Group Phoenix, Arizona $93.7M AUM

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

SWP

Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 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

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

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

GWM

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

Ladenburg Thalmann Financial Services's SYSB Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its iShares Systematic Bond ETF (SYSB) stake by 30% in Q4 2019, buying an estimated $488K and bringing the position to 20,715 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #849.

Ladenburg Thalmann Financial Services first reported a position in SYSB in Q1 2018 and has held it in 8 quarters since. 46 funds tracked by Wall St. Rank hold SYSB as of Q4 2019.

Ladenburg Thalmann Financial Services held 20,715 shares of iShares Systematic Bond ETF worth $2.11M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 4,813 iShares Systematic Bond ETF shares in Q4 2019, an estimated $488K.
iShares Systematic Bond ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #849 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares Systematic Bond ETF in Q1 2018 and has held it in 8 quarters since.
46 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.