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

Cetera Advisors’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 		$3.81M Buy
81,529
+55,330
+211% +$2.56M 0.03% 554
2023
Q4 		$1.21M Buy
+26,199
New +$1.17M 0.02% 697
2022
Q4 		– Sell
-5,784
Closed -$246K – 1642
2022
Q3 		$246K Sell
5,784
-6,399
-53% -$287K 0.01% 1051
2022
Q2 		$530K Buy
12,183
+140
+1% +$6.47K 0.01% 816
2022
Q1 		$587K Sell
12,043
-4,564
-27% -$226K 0.01% 815
2021
Q4 		$854K Sell
16,607
-83
-0.5% -$4.26K 0.02% 662
2021
Q3 		$863K Buy
16,690
+651
+4% +$33.7K 0.02% 665
2021
Q2 		$836K Sell
16,039
-1,035
-6% -$53.4K 0.02% 618
2021
Q1 		$878K Sell
17,074
-963
-5% -$49.4K 0.02% 533
2020
Q4 		$924K Sell
18,037
-7,393
-29% -$370K 0.03% 437
2020
Q3 		$1.24M Buy
25,430
+546
+2% +$26.5K 0.05% 331
2020
Q2 		$1.17M Sell
24,884
-4,602
-16% -$212K 0.05% 330
2020
Q1 		$1.29M Buy
29,486
+532
+2% +$25.9K 0.07% 280
2019
Q4 		$1.47M Buy
28,954
+5,833
+25% +$294K 0.06% 287
2019
Q3 		$1.17M Buy
+23,121
New +$1.16M 0.05% 325

Other funds holding HYDB

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
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

Cetera Advisors's HYDB Position: Q1 2024 in Review

Cetera Advisors increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 211% in Q1 2024, buying an estimated $2.56M and bringing the position to 81,529 shares worth $3.81M. The position accounts for 0.03% of the portfolio, ranked #554.

Cetera Advisors first reported a position in HYDB in Q3 2019 and has held it in 15 quarters since. 137 funds tracked by Wall St. Rank hold HYDB as of Q1 2024.

  • Cetera Advisors held 81,529 shares of iShares High Yield Systematic Bond ETF worth $3.81M as of Q1 2024.
  • Cetera Advisors bought 55,330 iShares High Yield Systematic Bond ETF shares in Q1 2024, an estimated $2.56M.
  • iShares High Yield Systematic Bond ETF made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #554 holding.
  • Cetera Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q3 2019 and has held it in 15 quarters since.
  • 137 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2024.

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