WI
SYSB

WBI Investments’s iShares Systematic Bond ETF SYSB Stock Holding History

WBI Investments’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
Q2 		– Sell
-4,396
Closed -$400K – 145
2022
Q1 		$400K Buy
4,396
+1,107
+34% +$106K 0.06% 155
2021
Q4 		$321K Sell
3,289
-3,502
-52% -$349K 0.05% 150
2021
Q3 		$674K Buy
6,791
+956
+16% +$96.5K 0.11% 120
2021
Q2 		$587K Buy
5,835
+3,192
+121% +$320K 0.09% 120
2021
Q1 		$264K Buy
2,643
+309
+13% +$31.3K 0.04% 170
2020
Q4 		$239K Buy
+2,334
New +$238K 0.04% 161

Other funds holding SYSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WBI Investments's SYSB Position: Q2 2022 in Review

WBI Investments sold out of iShares Systematic Bond ETF (SYSB) in Q2 2022, closing a stake of 4,396 shares — an estimated $400K sold.

WBI Investments first reported a position in SYSB in Q4 2020 and held it in 6 quarters. The position peaked at $674K in Q3 2021. 33 funds tracked by Wall St. Rank hold SYSB as of Q2 2022.

  • WBI Investments reported no remaining iShares Systematic Bond ETF position as of Q2 2022 after selling out during the quarter.
  • WBI Investments sold 4,396 iShares Systematic Bond ETF shares in Q2 2022, an estimated $400K.
  • WBI Investments first reported a position in iShares Systematic Bond ETF in Q4 2020 and held it in 6 quarters.
  • WBI Investments's iShares Systematic Bond ETF position peaked at $674K in Q3 2021.
  • 33 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2022.

Based on WBI Investments's 13F filing for Q2 2022, filed 25 Jul 2022.