AssetMark Inc
HYDB icon

AssetMark Inc’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

AssetMark Inc’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
2026
Q3 		$45.4K Sell
1,010
-58,542
-98% -$2.71M ﹤0.01% 1925
2026
Q2 		$2.79M Buy
59,552
+1,174
+2% +$54.9K ﹤0.01% 876
2026
Q1 		$2.72M Sell
58,378
-18,485
-24% -$873K 0.01% 811
2025
Q4 		$3.64M Sell
76,863
-139,592
-64% -$6.61M 0.01% 728
2025
Q3 		$10.4M Sell
216,455
-7,474
-3% -$355K 0.02% 450
2025
Q2 		$10.6M Sell
223,929
-381,915
-63% -$17.7M 0.03% 390
2025
Q1 		$28.5M Buy
605,844
+16,016
+3% +$758K 0.08% 203
2024
Q4 		$27.7M Sell
589,828
-2,042
-0.3% -$97K 0.08% 195
2024
Q3 		$28.4M Buy
591,870
+292,788
+98% +$13.8M 0.08% 191
2024
Q2 		$13.9M Buy
299,082
+921
+0.3% +$42.6K 0.04% 270
2024
Q1 		$13.9M Buy
+298,161
New +$13.8M 0.05% 252
2020
Q2 		– Sell
-541
Closed -$24K – 1339
2020
Q1 		$24K Buy
541
+2
+0.4% +$97 ﹤0.01% 830
2019
Q4 		$27K Sell
539
-19
-3% -$958 ﹤0.01% 870
2019
Q3 		$28K Buy
558
+3
+0.5% +$151 ﹤0.01% 826
2019
Q2 		$28K Buy
+555
New +$27.5K ﹤0.01% 831

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Boyd Wealth Management
Boyd Wealth Management Sacramento, California $286M AUM 10.8% 1-Year Est. Return
TL Private Wealth
TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

AssetMark Inc's HYDB Position: Q3 2026 in Review

AssetMark Inc reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 98% in Q3 2026, selling an estimated $2.71M and leaving 1,010 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

AssetMark Inc first reported a position in HYDB in Q2 2019 and has held it in 15 quarters since. The position peaked at $28.5M in Q1 2025. 105 funds tracked by Wall St. Rank hold HYDB as of Q3 2026.

  • AssetMark Inc held 1,010 shares of iShares High Yield Systematic Bond ETF worth $45.4K as of Q3 2026.
  • AssetMark Inc sold 58,542 iShares High Yield Systematic Bond ETF shares in Q3 2026, an estimated $2.71M.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1925 holding.
  • AssetMark Inc first reported a position in iShares High Yield Systematic Bond ETF in Q2 2019 and has held it in 15 quarters since.
  • AssetMark Inc's iShares High Yield Systematic Bond ETF position peaked at $28.5M in Q1 2025.
  • 105 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.