Legacy Financial Group (Iowa)
SYSB

Legacy Financial Group (Iowa)’s iShares Systematic Bond ETF SYSB Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-38
Closed -$3.14K – 187
2023
Q3 		$3.14K Buy
+38
New +$3.17K ﹤0.01% 430

Other funds holding SYSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Legacy Financial Group (Iowa)'s SYSB Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares Systematic Bond ETF (SYSB) in Q4 2023, closing a stake of 38 shares — an estimated $3.14K sold.

Legacy Financial Group (Iowa) first reported a position in SYSB in Q3 2023 and held it in 1 quarter. The position peaked at $3.14K in Q3 2023. 24 funds tracked by Wall St. Rank hold SYSB as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares Systematic Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 38 iShares Systematic Bond ETF shares in Q4 2023, an estimated $3.14K.
  • Legacy Financial Group (Iowa) first reported a position in iShares Systematic Bond ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares Systematic Bond ETF position peaked at $3.14K in Q3 2023.
  • 24 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.