AG
HYDB icon

Advisor Group’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Advisor Group’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
2019
Q4 		$335K Buy
6,610
+6,280
+1,903% +$317K ﹤0.01% 1964
2019
Q3 		$17K Buy
+330
New +$16.6K ﹤0.01% 4060

Other funds holding HYDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Advisor Group's HYDB Position: Q4 2019 in Review

Advisor Group increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 1,903% in Q4 2019, buying an estimated $317K and bringing the position to 6,610 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

Advisor Group first reported a position in HYDB in Q3 2019 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold HYDB as of Q4 2019.

  • Advisor Group held 6,610 shares of iShares High Yield Systematic Bond ETF worth $335K as of Q4 2019.
  • Advisor Group bought 6,280 iShares High Yield Systematic Bond ETF shares in Q4 2019, an estimated $317K.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1964 holding.
  • Advisor Group first reported a position in iShares High Yield Systematic Bond ETF in Q3 2019 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.