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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,586
Closed -$222K 92
2024
Q1
$222K Sell
2,586
-1,042
-29% -$89.6K 0.21% 72
2023
Q4
$313K Buy
+3,628
New +$313K 0.31% 66