AT
HYDB icon

Arden Trust’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Arden Trust’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
2024
Q2 		$9.26M Buy
199,439
+2,552
+1% +$118K 1.29% 25
2024
Q1 		$9.2M Buy
+196,887
New +$9.12M 1.28% 24

Other funds holding HYDB

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Arden Trust's HYDB Position: Q2 2024 in Review

Arden Trust increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 1.3% in Q2 2024, buying an estimated $118K and bringing the position to 199,439 shares worth $9.26M. The position accounts for 1.29% of the portfolio, ranked #25.

Arden Trust first reported a position in HYDB in Q1 2024 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold HYDB as of Q2 2024.

  • Arden Trust held 199,439 shares of iShares High Yield Systematic Bond ETF worth $9.26M as of Q2 2024.
  • Arden Trust bought 2,552 iShares High Yield Systematic Bond ETF shares in Q2 2024, an estimated $118K.
  • iShares High Yield Systematic Bond ETF made up 1.29% of Arden Trust's portfolio in Q2 2024, its #25 holding.
  • Arden Trust first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and has held it in 2 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.