RG
SYSB

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

Retirement 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
2022
Q2 		– Sell
-226
Closed -$21K – 763
2022
Q1 		$21K Hold
226
– – 0.01% 330
2021
Q4 		$22K Sell
226
-1,131
-83% -$113K 0.01% 317
2021
Q3 		$136K Sell
1,357
-70
-5% -$7.07K 0.06% 144
2021
Q2 		$144K Sell
1,427
-388
-21% -$38.9K 0.07% 135
2021
Q1 		$181K Buy
1,815
+5
+0.3% +$506 0.08% 141
2020
Q4 		$185K Buy
1,810
+975
+117% +$99.3K 0.09% 129
2020
Q3 		$85K Hold
835
– – 0.05% 192
2020
Q2 		$85K Buy
+835
New +$83.9K 0.05% 184
2019
Q4 		$80K Buy
+785
New +$79.6K 0.05% 180

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
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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Retirement Group's SYSB Position: Q2 2022 in Review

Retirement Group sold out of iShares Systematic Bond ETF (SYSB) in Q2 2022, closing a stake of 226 shares — an estimated $21K sold.

Retirement Group first reported a position in SYSB in Q4 2019 and held it in 9 quarters. The position peaked at $185K in Q4 2020. 33 funds tracked by Wall St. Rank hold SYSB as of Q2 2022.

  • Retirement Group reported no remaining iShares Systematic Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Retirement Group sold 226 iShares Systematic Bond ETF shares in Q2 2022, an estimated $21K.
  • Retirement Group first reported a position in iShares Systematic Bond ETF in Q4 2019 and held it in 9 quarters.
  • Retirement Group's iShares Systematic Bond ETF position peaked at $185K in Q4 2020.
  • 33 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2022.

Based on Retirement Group's 13F filing for Q2 2022, filed 4 Aug 2022.