Belpointe Asset Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-603	Closed	-$26.9K	–	1808
2023 Q1	$26.9K	Sell	603 -5	-0.8%	-$222	﹤0.01%	2128
2022 Q4	$26.5K	Buy	+608	New	+$26.6K	﹤0.01%	1990
2022 Q3	–	Sell	-2,444	Closed	-$106K	–	1203
2022 Q2	$106K	Sell	2,444 -10	-0.4%	-$462	0.01%	1093
2022 Q1	$119K	Hold	2,454	–	–	0.01%	1134
2021 Q4	$126K	Buy	+2,454	New	+$126K	0.01%	1097

Other funds holding HYDB

CCA

Column Capital Advisors Indianapolis, Indiana $680M AUM 15.16% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Belpointe Asset Management's HYDB Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2023, closing a stake of 603 shares — an estimated $26.9K sold.

Belpointe Asset Management first reported a position in HYDB in Q4 2021 and held it in 5 quarters. The position peaked at $126K in Q4 2021. 54 funds tracked by Wall St. Rank hold HYDB as of Q2 2023.

Belpointe Asset Management reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 603 iShares High Yield Systematic Bond ETF shares in Q2 2023, an estimated $26.9K.
Belpointe Asset Management first reported a position in iShares High Yield Systematic Bond ETF in Q4 2021 and held it in 5 quarters.
Belpointe Asset Management's iShares High Yield Systematic Bond ETF position peaked at $126K in Q4 2021.
54 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.