Wall Capital Group’s iShares Systematic Bond ETF SYSB Stock Holding History

Wall Capital 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 Q1	–	Sell	-919	Closed	-$78.4K	–	27
2022 Q4	$78.4K	Buy	+919	New	+$76.3K	0.11%	20
2022 Q1	–	Sell	-1,737	Closed	-$173K	–	25
2021 Q4	$173K	Buy	+1,737	New	+$173K	0.06%	24
2021 Q3	–	Sell	-2,144	Closed	-$216K	–	25
2021 Q2	$216K	Buy	2,144 +5	+0.2%	+$501	0.07%	25
2021 Q1	$214K	Buy	+2,139	New	+$216K	0.08%	23
2020 Q3	–	Sell	-51,069	Closed	-$5.18M	–	16
2020 Q2	$5.18M	Buy	51,069 +1,984	+4%	+$199K	2.31%	6
2020 Q1	$4.79M	Buy	49,085 +3,836	+8%	+$386K	2.55%	7
2019 Q4	$4.61M	Buy	+45,249	New	+$4.59M	2.05%	5

Other funds holding SYSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wall Capital Group's SYSB Position: Q1 2023 in Review

Wall Capital Group sold out of iShares Systematic Bond ETF (SYSB) in Q1 2023, closing a stake of 919 shares — an estimated $78.4K sold.

Wall Capital Group first reported a position in SYSB in Q4 2019 and held it in 7 quarters. The position peaked at $5.18M in Q2 2020. 29 funds tracked by Wall St. Rank hold SYSB as of Q1 2023.

Wall Capital Group reported no remaining iShares Systematic Bond ETF position as of Q1 2023 after selling out during the quarter.
Wall Capital Group sold 919 iShares Systematic Bond ETF shares in Q1 2023, an estimated $78.4K.
Wall Capital Group first reported a position in iShares Systematic Bond ETF in Q4 2019 and held it in 7 quarters.
Wall Capital Group's iShares Systematic Bond ETF position peaked at $5.18M in Q2 2020.
29 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q1 2023.

Based on Wall Capital Group's 13F filing for Q1 2023, filed 18 Apr 2023.