PIMG
SYSB

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

Patriot Investment Management 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
2024
Q4 		– Sell
-2,958
Closed -$262K – 238
2024
Q3 		$262K Sell
2,958
-160
-5% -$14K 0.02% 217
2024
Q2 		$268K Sell
3,118
-480
-13% -$41K 0.02% 214
2024
Q1 		$309K Sell
3,598
-318
-8% -$27.3K 0.02% 207
2023
Q4 		$338K Sell
3,916
-600
-13% -$50.1K 0.03% 189
2023
Q3 		$373K Sell
4,516
-171
-4% -$14.3K 0.03% 184
2023
Q2 		$394K Buy
4,687
+2
+0% +$169 0.03% 183
2023
Q1 		$399K Sell
4,685
-121
-3% -$10.2K 0.04% 182
2022
Q4 		$411K Sell
4,806
-3,512
-42% -$291K 0.04% 180
2022
Q3 		$681K Sell
8,318
-254
-3% -$21.9K 0.07% 128
2022
Q2 		$736K Sell
8,572
-599
-7% -$52.5K 0.07% 131
2022
Q1 		$849K Buy
9,171
+1
+0% +$95 0.07% 126
2021
Q4 		$913K Sell
9,170
-400
-4% -$39.9K 0.08% 122
2021
Q3 		$959K Sell
9,570
-49
-0.5% -$4.95K 0.09% 116
2021
Q2 		$968K Sell
9,619
-564
-6% -$56.5K 0.09% 119
2021
Q1 		$1.02M Sell
10,183
-999
-9% -$101K 0.1% 113
2020
Q4 		$1.15M Buy
11,182
+146
+1% +$14.9K 0.17% 65
2020
Q3 		$1.12M Buy
11,036
+2,001
+22% +$204K 0.13% 83
2020
Q2 		$916K Buy
9,035
+1,306
+17% +$131K 0.12% 97
2020
Q1 		$754K Buy
7,729
+196
+3% +$19.7K 0.11% 98
2019
Q4 		$767K Buy
7,533
+1
+0% +$101 0.1% 120
2019
Q3 		$763K Buy
7,532
+1,387
+23% +$140K 0.11% 117
2019
Q2 		$620K Sell
6,145
-289
-4% -$28.8K 0.09% 125
2019
Q1 		$639K Buy
+6,434
New +$628K 0.09% 123

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $879M AUM 22.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return

Patriot Investment Management Group's SYSB Position: Q4 2024 in Review

Patriot Investment Management Group sold out of iShares Systematic Bond ETF (SYSB) in Q4 2024, closing a stake of 2,958 shares — an estimated $262K sold.

Patriot Investment Management Group first reported a position in SYSB in Q1 2019 and held it in 23 quarters. The position peaked at $1.15M in Q4 2020. 19 funds tracked by Wall St. Rank hold SYSB as of Q4 2024.

  • Patriot Investment Management Group reported no remaining iShares Systematic Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Patriot Investment Management Group sold 2,958 iShares Systematic Bond ETF shares in Q4 2024, an estimated $262K.
  • Patriot Investment Management Group first reported a position in iShares Systematic Bond ETF in Q1 2019 and held it in 23 quarters.
  • Patriot Investment Management Group's iShares Systematic Bond ETF position peaked at $1.15M in Q4 2020.
  • 19 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q4 2024.

Based on Patriot Investment Management Group's 13F filing for Q4 2024, filed 21 Jan 2025.