Main Street Financial Solutions’s iShares Systematic Bond ETF SYSB Stock Holding History

Main Street Financial Solutions’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
2022 Q3	–	Sell	-140,134	Closed	-$12M	–	443
2022 Q2	$12M	Sell	140,134 -10,727	-7%	-$940K	1.55%	18
2022 Q1	$14M	Buy	150,861 +13,191	+10%	+$1.26M	2.05%	8
2021 Q4	$13.7M	Buy	137,670 +9,028	+7%	+$901K	1.94%	8
2021 Q3	$12.9M	Buy	128,642 +14,522	+13%	+$1.47M	1.98%	7
2021 Q2	$11.5M	Buy	114,120 +14,119	+14%	+$1.42M	1.86%	8
2021 Q1	$9.98M	Buy	100,001 +38,221	+62%	+$3.87M	1.78%	8
2020 Q4	$6.34M	Buy	+61,780	New	+$6.29M	1.3%	15

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

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

IAG

Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Main Street Financial Solutions's SYSB Position: Q3 2022 in Review

Main Street Financial Solutions sold out of iShares Systematic Bond ETF (SYSB) in Q3 2022, closing a stake of 140,134 shares — an estimated $12M sold.

Main Street Financial Solutions first reported a position in SYSB in Q4 2020 and held it in 7 quarters. The position peaked at $14M in Q1 2022. 31 funds tracked by Wall St. Rank hold SYSB as of Q3 2022.

Main Street Financial Solutions reported no remaining iShares Systematic Bond ETF position as of Q3 2022 after selling out during the quarter.
Main Street Financial Solutions sold 140,134 iShares Systematic Bond ETF shares in Q3 2022, an estimated $12M.
Main Street Financial Solutions first reported a position in iShares Systematic Bond ETF in Q4 2020 and held it in 7 quarters.
Main Street Financial Solutions's iShares Systematic Bond ETF position peaked at $14M in Q1 2022.
31 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2022.

Based on Main Street Financial Solutions's 13F filing for Q3 2022, filed 24 Oct 2022.