WPSG
SYSB

Wealth & Pension Services Group’s iShares Systematic Bond ETF SYSB Stock Holding History

Wealth & Pension Services 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
2019
Q3 		$677K Hold
6,682
– – 0.49% 59
2019
Q2 		$675K Hold
6,682
– – 0.49% 58
2019
Q1 		$664K Sell
6,682
-6,707
-50% -$655K 0.52% 57
2018
Q4 		$1.28M Buy
+13,389
New +$1.28M 1.16% 30

Other funds holding SYSB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Wealth & Pension Services Group's SYSB Position: Q3 2019 in Review

Wealth & Pension Services Group held its iShares Systematic Bond ETF (SYSB) position steady in Q3 2019 at 6,682 shares worth $677K. The position accounts for 0.49% of the portfolio, ranked #59.

Wealth & Pension Services Group first reported a position in SYSB in Q4 2018 and has held it in 4 quarters since. The position peaked at $1.28M in Q4 2018. 46 funds tracked by Wall St. Rank hold SYSB as of Q3 2019.

  • Wealth & Pension Services Group held 6,682 shares of iShares Systematic Bond ETF worth $677K as of Q3 2019.
  • Wealth & Pension Services Group left its iShares Systematic Bond ETF share count unchanged in Q3 2019.
  • iShares Systematic Bond ETF made up 0.49% of Wealth & Pension Services Group's portfolio in Q3 2019, its #59 holding.
  • Wealth & Pension Services Group first reported a position in iShares Systematic Bond ETF in Q4 2018 and has held it in 4 quarters since.
  • Wealth & Pension Services Group's iShares Systematic Bond ETF position peaked at $1.28M in Q4 2018.
  • 46 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.