Summit Wealth Partners’s iShares Systematic Bond ETF SYSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $407K | Sell |
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|
2022
Q2 | $429K | Sell |
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|
2022
Q1 | $5.8M | Buy |
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|
2021
Q4 | $6.02M | Buy |
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|
2021
Q3 | $6.01M | Buy |
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|
2021
Q2 | $5.63M | Buy |
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|
2021
Q1 | $5.22M | Buy |
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|
2020
Q4 | $5.09M | Buy |
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|
2020
Q3 | $4.45M | Buy |
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|
2020
Q2 | $4.1M | Buy |
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|
2020
Q1 | $3.83M | Sell |
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|
2019
Q4 | $4.01M | Buy |
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