FAM
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Family Asset Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Family Asset 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
Q3 		– Sell
-1,178
Closed -$54.7K – 213
2024
Q2 		$54.7K Buy
+1,178
New +$54.5K 0.04% 136

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CAPTRUST Financial Advisors
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AssetMark Inc
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Family Asset Management's HYDB Position: Q3 2024 in Review

Family Asset Management sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q3 2024, closing a stake of 1,178 shares — an estimated $54.7K sold.

Family Asset Management first reported a position in HYDB in Q2 2024 and held it in 1 quarter. The position peaked at $54.7K in Q2 2024. 144 funds tracked by Wall St. Rank hold HYDB as of Q3 2024.

  • Family Asset Management reported no remaining iShares High Yield Systematic Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Family Asset Management sold 1,178 iShares High Yield Systematic Bond ETF shares in Q3 2024, an estimated $54.7K.
  • Family Asset Management first reported a position in iShares High Yield Systematic Bond ETF in Q2 2024 and held it in 1 quarter.
  • Family Asset Management's iShares High Yield Systematic Bond ETF position peaked at $54.7K in Q2 2024.
  • 144 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.