PG
SYSB

Patten Group’s iShares Systematic Bond ETF SYSB Stock Holding History

Patten 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
2021
Q3 		– Sell
-2,209
Closed -$222K – 257
2021
Q2 		$222K Hold
2,209
– – 0.07% 244
2021
Q1 		$221K Sell
2,209
-50
-2% -$5.06K 0.07% 226
2020
Q4 		$232K Sell
2,259
-2,315
-51% -$236K 0.06% 214
2020
Q3 		$465K Sell
4,574
-2,838
-38% -$289K 0.18% 132
2020
Q2 		$752K Sell
7,412
-1,485
-17% -$149K 0.32% 89
2020
Q1 		$869K Sell
8,897
-2,440
-22% -$246K 0.45% 69
2019
Q4 		$1.16M Buy
11,337
+4,913
+76% +$498K 0.43% 72
2019
Q3 		$651K Buy
+6,424
New +$649K 0.26% 104

Other funds holding SYSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patten Group's SYSB Position: Q3 2021 in Review

Patten Group sold out of iShares Systematic Bond ETF (SYSB) in Q3 2021, closing a stake of 2,209 shares — an estimated $222K sold.

Patten Group first reported a position in SYSB in Q3 2019 and held it in 8 quarters. The position peaked at $1.16M in Q4 2019. 38 funds tracked by Wall St. Rank hold SYSB as of Q3 2021.

  • Patten Group reported no remaining iShares Systematic Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Patten Group sold 2,209 iShares Systematic Bond ETF shares in Q3 2021, an estimated $222K.
  • Patten Group first reported a position in iShares Systematic Bond ETF in Q3 2019 and held it in 8 quarters.
  • Patten Group's iShares Systematic Bond ETF position peaked at $1.16M in Q4 2019.
  • 38 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2021.

Based on Patten Group's 13F filing for Q3 2021, filed 15 Nov 2021.