SWP
SYSB

Summit Wealth Partners’s iShares Systematic Bond ETF SYSB Stock Holding History

Summit Wealth Partners’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
Q4 		– Sell
-4,971
Closed -$407K – 176
2022
Q3 		$407K Sell
4,971
-24
-0.5% -$2.07K 0.12% 105
2022
Q2 		$429K Sell
4,995
-57,642
-92% -$5.05M 0.11% 101
2022
Q1 		$5.8M Buy
62,637
+2,213
+4% +$211K 1.31% 22
2021
Q4 		$6.02M Buy
60,424
+495
+0.8% +$49.4K 1.29% 22
2021
Q3 		$6.01M Buy
59,929
+4,031
+7% +$407K 1.42% 22
2021
Q2 		$5.63M Buy
55,898
+3,615
+7% +$362K 1.34% 22
2021
Q1 		$5.22M Buy
52,283
+2,710
+5% +$274K 1.34% 22
2020
Q4 		$5.09M Buy
49,573
+5,773
+13% +$588K 1.38% 22
2020
Q3 		$4.45M Buy
43,800
+3,371
+8% +$344K 1.34% 23
2020
Q2 		$4.1M Buy
40,429
+1,157
+3% +$116K 1.32% 23
2020
Q1 		$3.83M Sell
39,272
-88
-0.2% -$8.86K 1.56% 22
2019
Q4 		$4.01M Buy
+39,360
New +$3.99M 1.39% 24

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
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
IAG
Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Summit Wealth Partners's SYSB Position: Q4 2022 in Review

Summit Wealth Partners sold out of iShares Systematic Bond ETF (SYSB) in Q4 2022, closing a stake of 4,971 shares — an estimated $407K sold.

Summit Wealth Partners first reported a position in SYSB in Q4 2019 and held it in 12 quarters. The position peaked at $6.02M in Q4 2021. 28 funds tracked by Wall St. Rank hold SYSB as of Q4 2022.

  • Summit Wealth Partners reported no remaining iShares Systematic Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Summit Wealth Partners sold 4,971 iShares Systematic Bond ETF shares in Q4 2022, an estimated $407K.
  • Summit Wealth Partners first reported a position in iShares Systematic Bond ETF in Q4 2019 and held it in 12 quarters.
  • Summit Wealth Partners's iShares Systematic Bond ETF position peaked at $6.02M in Q4 2021.
  • 28 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q4 2022.

Based on Summit Wealth Partners's 13F filing for Q4 2022, filed 11 Sep 2024.