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Braun-Bostich & Associates’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Braun-Bostich & Associates’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
-10,023
Closed -$471K – 116
2024
Q4 		$471K Buy
+10,023
New +$476K 0.34% 56

Other funds holding HYDB

RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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 $58.2B AUM 22.78% 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

Braun-Bostich & Associates's HYDB Position: Q1 2025 in Review

Braun-Bostich & Associates sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q1 2025, closing a stake of 10,023 shares — an estimated $471K sold.

Braun-Bostich & Associates first reported a position in HYDB in Q4 2024 and held it in 1 quarter. The position peaked at $471K in Q4 2024. 244 funds tracked by Wall St. Rank hold HYDB as of Q1 2025.

  • Braun-Bostich & Associates reported no remaining iShares High Yield Systematic Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Braun-Bostich & Associates sold 10,023 iShares High Yield Systematic Bond ETF shares in Q1 2025, an estimated $471K.
  • Braun-Bostich & Associates first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and held it in 1 quarter.
  • Braun-Bostich & Associates's iShares High Yield Systematic Bond ETF position peaked at $471K in Q4 2024.
  • 244 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2025.

Based on Braun-Bostich & Associates's 13F filing for Q1 2025, filed 15 Apr 2025.