True Link Financial Advisors’s iShares Systematic Bond ETF SYSB Stock Holding History

True Link Financial 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
2023 Q4	–	Sell	-21,792	Closed	-$1.8M	–	69
2023 Q3	$1.8M	Hold	21,792	–	–	0.22%	28
2023 Q2	$1.83M	Hold	21,792	–	–	0.22%	29
2023 Q1	$1.85M	Hold	21,792	–	–	0.23%	31
2022 Q4	$1.82M	Hold	21,792	–	–	0.25%	30
2022 Q3	$1.79M	Hold	21,792	–	–	0.26%	31
2022 Q2	$1.87M	Hold	21,792	–	–	0.28%	35
2022 Q1	$2.02M	Hold	21,792	–	–	0.29%	33
2021 Q4	$2.17M	Sell	21,792 -20	-0.1%	-$2K	0.29%	37
2021 Q3	$2.19M	Hold	21,812	–	–	0.3%	38
2021 Q2	$2.19M	Hold	21,812	–	–	0.32%	35
2021 Q1	$2.18M	Hold	21,812	–	–	0.32%	39
2020 Q4	$2.24M	Buy	+21,812	New	+$2.22M	0.35%	38

Other funds holding SYSB

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

APP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

IAG

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

True Link Financial Advisors's SYSB Position: Q4 2023 in Review

True Link Financial Advisors sold out of iShares Systematic Bond ETF (SYSB) in Q4 2023, closing a stake of 21,792 shares — an estimated $1.8M sold.

True Link Financial Advisors first reported a position in SYSB in Q4 2020 and held it in 12 quarters. The position peaked at $2.24M in Q4 2020. 24 funds tracked by Wall St. Rank hold SYSB as of Q4 2023.

True Link Financial Advisors reported no remaining iShares Systematic Bond ETF position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 21,792 iShares Systematic Bond ETF shares in Q4 2023, an estimated $1.8M.
True Link Financial Advisors first reported a position in iShares Systematic Bond ETF in Q4 2020 and held it in 12 quarters.
True Link Financial Advisors's iShares Systematic Bond ETF position peaked at $2.24M in Q4 2020.
24 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.