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1834 Investment Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

1834 Investment Advisors’s Portfolio HYDB Stock Details HYDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-558
Closed -$24K – 314
2022
Q2 		$24K Buy
+558
New +$25.8K ﹤0.01% 326

Other funds holding HYDB

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

1834 Investment Advisors's HYDB Position: Q3 2022 in Review

1834 Investment Advisors sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q3 2022, closing a stake of 558 shares — an estimated $24K sold.

1834 Investment Advisors first reported a position in HYDB in Q2 2022 and held it in 1 quarter. The position peaked at $24K in Q2 2022. 47 funds tracked by Wall St. Rank hold HYDB as of Q3 2022.

  • 1834 Investment Advisors reported no remaining iShares High Yield Systematic Bond ETF position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 558 iShares High Yield Systematic Bond ETF shares in Q3 2022, an estimated $24K.
  • 1834 Investment Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q2 2022 and held it in 1 quarter.
  • 1834 Investment Advisors's iShares High Yield Systematic Bond ETF position peaked at $24K in Q2 2022.
  • 47 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.