Sage Financial Group’s iShares Systematic Bond ETF SYSB Stock Holding History

Sage Financial 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
2023 Q2	–	Sell	-7,103	Closed	-$604K	–	99
2023 Q1	$604K	Buy	+7,103	New	+$600K	0.07%	57
2022 Q4	–	Sell	-9,048	Closed	-$742K	–	97
2022 Q3	$742K	Sell	9,048 -176	-2%	-$15.2K	0.1%	46
2022 Q2	$792K	Buy	+9,224	New	+$808K	0.1%	46
2021 Q4	–	Sell	-10,282	Closed	-$1.03M	–	77
2021 Q3	$1.03M	Buy	+10,282	New	+$1.04M	0.13%	37

Other funds holding SYSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IAG

Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Sage Financial Group's SYSB Position: Q2 2023 in Review

Sage Financial Group sold out of iShares Systematic Bond ETF (SYSB) in Q2 2023, closing a stake of 7,103 shares — an estimated $604K sold.

Sage Financial Group first reported a position in SYSB in Q3 2021 and held it in 4 quarters. The position peaked at $1.03M in Q3 2021. 28 funds tracked by Wall St. Rank hold SYSB as of Q2 2023.

Sage Financial Group reported no remaining iShares Systematic Bond ETF position as of Q2 2023 after selling out during the quarter.
Sage Financial Group sold 7,103 iShares Systematic Bond ETF shares in Q2 2023, an estimated $604K.
Sage Financial Group first reported a position in iShares Systematic Bond ETF in Q3 2021 and held it in 4 quarters.
Sage Financial Group's iShares Systematic Bond ETF position peaked at $1.03M in Q3 2021.
28 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2023.

Based on Sage Financial Group's 13F filing for Q2 2023, filed 27 Jul 2023.