Valmark Advisers’s iShares Systematic Bond ETF SYSB Stock Holding History

Valmark Advisers’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
2020 Q1	–	Sell	-3,220	Closed	-$328K	–	240
2019 Q4	$328K	Sell	3,220 -54,482	-94%	-$5.53M	0.01%	184
2019 Q3	$5.85M	Buy	+57,702	New	+$5.83M	0.13%	38

Other funds holding SYSB

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WCG

Wall Capital Group Phoenix, Arizona $93.7M AUM

SWP

Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Valmark Advisers's SYSB Position: Q1 2020 in Review

Valmark Advisers sold out of iShares Systematic Bond ETF (SYSB) in Q1 2020, closing a stake of 3,220 shares — an estimated $328K sold.

Valmark Advisers first reported a position in SYSB in Q3 2019 and held it in 2 quarters. The position peaked at $5.85M in Q3 2019. 43 funds tracked by Wall St. Rank hold SYSB as of Q1 2020.

Valmark Advisers reported no remaining iShares Systematic Bond ETF position as of Q1 2020 after selling out during the quarter.
Valmark Advisers sold 3,220 iShares Systematic Bond ETF shares in Q1 2020, an estimated $328K.
Valmark Advisers first reported a position in iShares Systematic Bond ETF in Q3 2019 and held it in 2 quarters.
Valmark Advisers's iShares Systematic Bond ETF position peaked at $5.85M in Q3 2019.
43 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2020.

Based on Valmark Advisers's 13F filing for Q1 2020, filed 1 May 2020.