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Wealthcare Advisory Partners’s iShares Systematic Bond ETF SYSB Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-220
Closed -$22K – 980
2021
Q1 		$22K Buy
+220
New +$22.3K ﹤0.01% 1169
2020
Q2 		– Sell
-323
Closed -$32K – 671
2020
Q1 		$32K Buy
+323
New +$32.5K ﹤0.01% 605

Other funds holding SYSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $702M AUM 16% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

Wealthcare Advisory Partners's SYSB Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares Systematic Bond ETF (SYSB) in Q2 2021, closing a stake of 220 shares — an estimated $22K sold.

Wealthcare Advisory Partners first reported a position in SYSB in Q1 2020 and held it in 2 quarters. The position peaked at $32K in Q1 2020. 43 funds tracked by Wall St. Rank hold SYSB as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining iShares Systematic Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 220 iShares Systematic Bond ETF shares in Q2 2021, an estimated $22K.
  • Wealthcare Advisory Partners first reported a position in iShares Systematic Bond ETF in Q1 2020 and held it in 2 quarters.
  • Wealthcare Advisory Partners's iShares Systematic Bond ETF position peaked at $32K in Q1 2020.
  • 43 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.