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Advocacy Wealth Management Services’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Advocacy Wealth Management Services’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
2025
Q1 		– Sell
-7,041
Closed -$331K – 57
2024
Q4 		$331K Buy
+7,041
New +$334K 0.03% 49

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Envestnet Asset Management
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WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
LPL Financial
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Advocacy Wealth Management Services's HYDB Position: Q1 2025 in Review

Advocacy Wealth Management Services sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q1 2025, closing a stake of 7,041 shares — an estimated $331K sold.

Advocacy Wealth Management Services first reported a position in HYDB in Q4 2024 and held it in 1 quarter. The position peaked at $331K in Q4 2024. 244 funds tracked by Wall St. Rank hold HYDB as of Q1 2025.

  • Advocacy Wealth Management Services reported no remaining iShares High Yield Systematic Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 7,041 iShares High Yield Systematic Bond ETF shares in Q1 2025, an estimated $331K.
  • Advocacy Wealth Management Services first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and held it in 1 quarter.
  • Advocacy Wealth Management Services's iShares High Yield Systematic Bond ETF position peaked at $331K in Q4 2024.
  • 244 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2025.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2025, filed 6 May 2025.