Cetera Advisor Networks’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Cetera Advisor Networks’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	$2.08M	Buy	44,567 +16,248	+57%	+$753K	0.01%	1006
2023 Q4	$1.31M	Buy	28,319 +13,798	+95%	+$615K	0.01%	1207
2023 Q3	$638K	Sell	14,521 -1,745	-11%	-$77.7K	﹤0.01%	1601
2023 Q2	$727K	Sell	16,266 -1,802	-10%	-$79.8K	0.01%	1462
2023 Q1	$807K	Buy	18,068 +1,539	+9%	+$68.3K	0.01%	1372
2022 Q4	$720K	Sell	16,529 -2,431	-13%	-$106K	0.01%	1384
2022 Q3	$808K	Buy	+18,960	New	+$849K	0.01%	993

Other funds holding HYDB

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Advisor Networks's HYDB Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 57% in Q1 2024, buying an estimated $753K and bringing the position to 44,567 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #1006.

Cetera Advisor Networks first reported a position in HYDB in Q3 2022 and has held it in 7 quarters since. 137 funds tracked by Wall St. Rank hold HYDB as of Q1 2024.

Cetera Advisor Networks held 44,567 shares of iShares High Yield Systematic Bond ETF worth $2.08M as of Q1 2024.
Cetera Advisor Networks bought 16,248 iShares High Yield Systematic Bond ETF shares in Q1 2024, an estimated $753K.
iShares High Yield Systematic Bond ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1006 holding.
Cetera Advisor Networks first reported a position in iShares High Yield Systematic Bond ETF in Q3 2022 and has held it in 7 quarters since.
137 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.