RSWA
SYSB

Robinson Smith Wealth Advisors’s iShares Systematic Bond ETF SYSB Stock Holding History

Robinson Smith Wealth Advisors’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
Q2 		– Sell
-2,586
Closed -$222K – 92
2024
Q1 		$222K Sell
2,586
-1,042
-29% -$89.5K 0.21% 72
2023
Q4 		$313K Buy
+3,628
New +$303K 0.31% 66

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Robinson Smith Wealth Advisors's SYSB Position: Q2 2024 in Review

Robinson Smith Wealth Advisors sold out of iShares Systematic Bond ETF (SYSB) in Q2 2024, closing a stake of 2,586 shares — an estimated $222K sold.

Robinson Smith Wealth Advisors first reported a position in SYSB in Q4 2023 and held it in 2 quarters. The position peaked at $313K in Q4 2023. 20 funds tracked by Wall St. Rank hold SYSB as of Q2 2024.

  • Robinson Smith Wealth Advisors reported no remaining iShares Systematic Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Robinson Smith Wealth Advisors sold 2,586 iShares Systematic Bond ETF shares in Q2 2024, an estimated $222K.
  • Robinson Smith Wealth Advisors first reported a position in iShares Systematic Bond ETF in Q4 2023 and held it in 2 quarters.
  • Robinson Smith Wealth Advisors's iShares Systematic Bond ETF position peaked at $313K in Q4 2023.
  • 20 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2024.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.