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

BKM Wealth 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
2024
Q1 		– Sell
-704
Closed -$32.5K – 346
2023
Q4 		$32.5K Buy
+704
New +$31.4K 0.01% 307

Other funds holding HYDB

CAPTRUST Financial Advisors
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BKM Wealth Management's HYDB Position: Q1 2024 in Review

BKM Wealth Management sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q1 2024, closing a stake of 704 shares — an estimated $32.5K sold.

BKM Wealth Management first reported a position in HYDB in Q4 2023 and held it in 1 quarter. The position peaked at $32.5K in Q4 2023. 137 funds tracked by Wall St. Rank hold HYDB as of Q1 2024.

  • BKM Wealth Management reported no remaining iShares High Yield Systematic Bond ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 704 iShares High Yield Systematic Bond ETF shares in Q1 2024, an estimated $32.5K.
  • BKM Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $32.5K in Q4 2023.
  • 137 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.