PWM
SYSB

PRW Wealth Management’s iShares Systematic Bond ETF SYSB Stock Holding History

PRW Wealth Management’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 – 159
2021
Q2 		$222K Buy
+2,209
New +$221K 0.07% 244

Other funds holding SYSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 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 $1.62B AUM 8.33% 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

PRW Wealth Management's SYSB Position: Q3 2021 in Review

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

PRW Wealth Management first reported a position in SYSB in Q2 2021 and held it in 1 quarter. The position peaked at $222K in Q2 2021. 38 funds tracked by Wall St. Rank hold SYSB as of Q3 2021.

  • PRW Wealth Management reported no remaining iShares Systematic Bond ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 2,209 iShares Systematic Bond ETF shares in Q3 2021, an estimated $222K.
  • PRW Wealth Management first reported a position in iShares Systematic Bond ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's iShares Systematic Bond ETF position peaked at $222K in Q2 2021.
  • 38 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.