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Concourse Financial Group Securities’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Concourse Financial Group Securities’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
-32,952
Closed -$1.56M – 953
2024
Q4 		$1.56M Buy
32,952
+32,193
+4,242% +$1.53M 0.09% 233
2024
Q3 		$36.5K Buy
759
+585
+336% +$27.6K ﹤0.01% 1300
2024
Q2 		$8.08K Hold
174
– – ﹤0.01% 1749
2024
Q1 		$8.13K Sell
174
-2,377
-93% -$110K ﹤0.01% 1771
2023
Q4 		$118K Buy
+2,551
New +$114K 0.01% 850

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

Concourse Financial Group Securities's HYDB Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q1 2025, closing a stake of 32,952 shares — an estimated $1.56M sold.

Concourse Financial Group Securities first reported a position in HYDB in Q4 2023 and held it in 5 quarters. The position peaked at $1.56M in Q4 2024. 244 funds tracked by Wall St. Rank hold HYDB as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares High Yield Systematic Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 32,952 iShares High Yield Systematic Bond ETF shares in Q1 2025, an estimated $1.56M.
  • Concourse Financial Group Securities first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and held it in 5 quarters.
  • Concourse Financial Group Securities's iShares High Yield Systematic Bond ETF position peaked at $1.56M in Q4 2024.
  • 244 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.